EWM
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Elevatus Welath Management’s Verisk Analytics VRSK Stock Holding History

Elevatus Welath Management’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,343
Closed -$3.62M – 106
2023
Q3 		$3.62M Buy
15,343
+1,189
+8% +$280K 3.28% 8
2023
Q2 		$3.2M Buy
+14,154
New +$2.97M 2.22% 18

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Elevatus Welath Management's VRSK Position: Q4 2023 in Review

Elevatus Welath Management sold out of Verisk Analytics (VRSK) in Q4 2023, closing a stake of 15,343 shares — an estimated $3.62M sold.

Elevatus Welath Management first reported a position in VRSK in Q2 2023 and held it in 2 quarters. The position peaked at $3.62M in Q3 2023. 902 funds tracked by Wall St. Rank hold VRSK as of Q4 2023.

  • Elevatus Welath Management reported no remaining Verisk Analytics position as of Q4 2023 after selling out during the quarter.
  • Elevatus Welath Management sold 15,343 Verisk Analytics shares in Q4 2023, an estimated $3.62M.
  • Elevatus Welath Management first reported a position in Verisk Analytics in Q2 2023 and held it in 2 quarters.
  • Elevatus Welath Management's Verisk Analytics position peaked at $3.62M in Q3 2023.
  • 902 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2023.

Based on Elevatus Welath Management's 13F filing for Q4 2023, filed 12 Feb 2024.