Ensign Peak Advisors
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Ensign Peak Advisors’s Vertex VERX Stock Holding History

Ensign Peak Advisors’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,280
Closed -$72K – 2216
2022
Q3 		$72K Buy
5,280
+3,160
+149% +$40.1K ﹤0.01% 2156
2022
Q2 		$24K Hold
2,120
– – ﹤0.01% 2117
2022
Q1 		$33K Buy
+2,120
New +$29.7K ﹤0.01% 2157

Other funds holding VERX

TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

Ensign Peak Advisors's VERX Position: Q4 2022 in Review

Ensign Peak Advisors sold out of Vertex (VERX) in Q4 2022, closing a stake of 5,280 shares — an estimated $72K sold.

Ensign Peak Advisors first reported a position in VERX in Q1 2022 and held it in 3 quarters. The position peaked at $72K in Q3 2022. 100 funds tracked by Wall St. Rank hold VERX as of Q4 2022.

  • Ensign Peak Advisors reported no remaining Vertex position as of Q4 2022 after selling out during the quarter.
  • Ensign Peak Advisors sold 5,280 Vertex shares in Q4 2022, an estimated $72K.
  • Ensign Peak Advisors first reported a position in Vertex in Q1 2022 and held it in 3 quarters.
  • Ensign Peak Advisors's Vertex position peaked at $72K in Q3 2022.
  • 100 funds tracked by Wall St. Rank held Vertex as of Q4 2022.

Based on Ensign Peak Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.