Fulcrum Equity Management’s Verisk Analytics VRSK Stock Holding History

Fulcrum Equity 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
2021 Q1	–	Sell	-13,713	Closed	-$2.85M	–	211
2020 Q4	$2.85M	Buy	13,713 +2,247	+20%	+$437K	1.14%	25
2020 Q3	$2.13M	Buy	11,466 +1,135	+11%	+$208K	0.99%	31
2020 Q2	$1.76M	Buy	10,331 +5,201	+101%	+$822K	0.83%	19
2020 Q1	$715K	Buy	5,130 +1,309	+34%	+$205K	0.51%	6
2019 Q4	$571K	Buy	3,821 +137	+4%	+$20.3K	0.3%	51
2019 Q3	$583K	Buy	3,684 +340	+10%	+$52.7K	0.3%	36
2019 Q2	$523K	Sell	3,344 -267	-7%	-$37.7K	0.25%	42
2019 Q1	$480K	Sell	3,611 -4,399	-55%	-$535K	0.16%	37
2018 Q4	$873K	Buy	+8,010	New	+$936K	0.32%	9

Other funds holding VRSK

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fulcrum Equity Management's VRSK Position: Q1 2021 in Review

Fulcrum Equity Management sold out of Verisk Analytics (VRSK) in Q1 2021, closing a stake of 13,713 shares — an estimated $2.85M sold.

Fulcrum Equity Management first reported a position in VRSK in Q4 2018 and held it in 9 quarters. The position peaked at $2.85M in Q4 2020. 753 funds tracked by Wall St. Rank hold VRSK as of Q1 2021.

Fulcrum Equity Management reported no remaining Verisk Analytics position as of Q1 2021 after selling out during the quarter.
Fulcrum Equity Management sold 13,713 Verisk Analytics shares in Q1 2021, an estimated $2.85M.
Fulcrum Equity Management first reported a position in Verisk Analytics in Q4 2018 and held it in 9 quarters.
Fulcrum Equity Management's Verisk Analytics position peaked at $2.85M in Q4 2020.
753 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2021.

Based on Fulcrum Equity Management's 13F filing for Q1 2021, filed 5 Apr 2021.