Ellevest Inc’s Vital Farms VITL Stock Holding History

Ellevest Inc’s Portfolio VITL Stock Details VITL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5	Closed	-$75	–	2071
2022 Q4	$75	Buy	+5	New	+$69	﹤0.01%	1772
2022 Q3	–	Sell	-12	Closed	–	–	1874
2022 Q2	$0	Buy	+12	New	+$128	﹤0.01%	1703

Other funds holding VITL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ellevest Inc's VITL Position: Q1 2023 in Review

Ellevest Inc sold out of Vital Farms (VITL) in Q1 2023, closing a stake of 5 shares — an estimated $75 sold.

Ellevest Inc first reported a position in VITL in Q2 2022 and held it in 2 quarters. The position peaked at $75 in Q4 2022. 131 funds tracked by Wall St. Rank hold VITL as of Q1 2023.

Ellevest Inc reported no remaining Vital Farms position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 5 Vital Farms shares in Q1 2023, an estimated $75.
Ellevest Inc first reported a position in Vital Farms in Q2 2022 and held it in 2 quarters.
Ellevest Inc's Vital Farms position peaked at $75 in Q4 2022.
131 funds tracked by Wall St. Rank held Vital Farms as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.