Ellevest Inc’s VEREIT, Inc. VER Stock Holding History

Ellevest Inc’s Portfolio VER Stock Details VER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,388	Closed	-$289K	–	1786
2021 Q3	$289K	Sell	6,388 -457	-7%	-$22.2K	0.03%	198
2021 Q2	$314K	Buy	6,845 +1,287	+23%	+$58.3K	0.03%	156
2021 Q1	$215K	Buy	5,558 +3,041	+121%	+$114K	0.03%	209
2020 Q4	$95K	Sell	2,517 -7,311	-74%	-$260K	0.01%	321
2020 Q3	$319K	Buy	9,828 +826	+9%	+$27.2K	0.06%	92
2020 Q2	$289K	Buy	9,002 +1,770	+24%	+$49.3K	0.06%	87
2020 Q1	$177K	Buy	7,232 +6,682	+1,215%	+$282K	0.05%	101
2019 Q4	$25K	Buy	+550	New	+$26.4K	0.01%	377

Other funds holding VER

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return

Ellevest Inc's VER Position: Q4 2021 in Review

Ellevest Inc sold out of VEREIT, Inc. (VER) in Q4 2021, closing a stake of 6,388 shares — an estimated $289K sold.

Ellevest Inc first reported a position in VER in Q4 2019 and held it in 8 quarters. The position peaked at $319K in Q3 2020. 3 funds tracked by Wall St. Rank hold VER as of Q4 2021.

Ellevest Inc reported no remaining VEREIT, Inc. position as of Q4 2021 after selling out during the quarter.
Ellevest Inc sold 6,388 VEREIT, Inc. shares in Q4 2021, an estimated $289K.
Ellevest Inc first reported a position in VEREIT, Inc. in Q4 2019 and held it in 8 quarters.
Ellevest Inc's VEREIT, Inc. position peaked at $319K in Q3 2020.
3 funds tracked by Wall St. Rank held VEREIT, Inc. as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.