EVM
VMW

Evelyn V. Moreno’s VMware, Inc VMW Stock Holding History

Evelyn V. Moreno’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-31,950
Closed -$5.32M – 153
2023
Q3 		$5.32M Buy
31,950
+23,834
+294% +$3.82M 1.16% 34
2023
Q2 		$1.17M Buy
+8,116
New +$1.05M 0.25% 60
2022
Q3 		– Sell
-3,341
Closed -$381K – 163
2022
Q2 		$381K Buy
+3,341
New +$379K 0.09% 109

Other funds holding VMW

WAM
Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return
AAB
ABN AMRO Bank Amsterdam, Netherlands $9.27B AUM 20.48% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Evelyn V. Moreno's VMW Position: Q4 2023 in Review

Evelyn V. Moreno sold out of VMware, Inc (VMW) in Q4 2023, closing a stake of 31,950 shares — an estimated $5.32M sold.

Evelyn V. Moreno first reported a position in VMW in Q2 2022 and held it in 3 quarters. The position peaked at $5.32M in Q3 2023. 8 funds tracked by Wall St. Rank hold VMW as of Q4 2023.

  • Evelyn V. Moreno reported no remaining VMware, Inc position as of Q4 2023 after selling out during the quarter.
  • Evelyn V. Moreno sold 31,950 VMware, Inc shares in Q4 2023, an estimated $5.32M.
  • Evelyn V. Moreno first reported a position in VMware, Inc in Q2 2022 and held it in 3 quarters.
  • Evelyn V. Moreno's VMware, Inc position peaked at $5.32M in Q3 2023.
  • 8 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.