IF
VGR

Insight Folios’s Vector Group Ltd. VGR Stock Holding History

Insight Folios’s Portfolio VGR Stock Details VGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.79M Sell
254,091
-357,529
-58% -$4.82M 1.35% 31
2024
Q2 		$6.46M Buy
611,620
+16,378
+3% +$174K 2.65% 16
2024
Q1 		$6.52M Sell
595,242
-62,746
-10% -$682K 2.64% 18
2023
Q4 		$7.42M Buy
657,988
+21,930
+3% +$238K 3.21% 4
2023
Q3 		$6.77M Sell
636,058
-68,333
-10% -$793K 3.31% 8
2023
Q2 		$9.02M Buy
704,391
+21,894
+3% +$270K 3.78% 2
2023
Q1 		$8.2M Sell
682,497
-4,415
-0.6% -$55.7K 3.63% 2
2022
Q4 		$8.15M Buy
686,912
+184,596
+37% +$1.95M 3.68% 2
2022
Q3 		$4.42M Buy
502,316
+31,679
+7% +$321K 2.25% 26
2022
Q2 		$4.94M Buy
470,637
+37,685
+9% +$453K 2.35% 26
2022
Q1 		$5.21M Buy
432,952
+64,313
+17% +$715K 2.32% 26
2021
Q4 		$4.23M Sell
368,639
-140,528
-28% -$1.5M 1.98% 32
2021
Q3 		$4.6M Buy
509,167
+41,803
+9% +$408K 2.53% 22
2021
Q2 		$4.69M Buy
467,364
+15,366
+3% +$153K 2.75% 16
2021
Q1 		$4.47M Buy
451,998
+1,447
+0.3% +$13.7K 3.06% 15
2020
Q4 		$3.72M Buy
450,551
+25,601
+6% +$201K 2.77% 18
2020
Q3 		$2.92M Buy
424,950
+11,600
+3% +$79.1K 2.7% 25
2020
Q2 		$2.95M Sell
413,350
-84,871
-17% -$648K 2.83% 23
2020
Q1 		$3.33M Buy
498,221
+30,535
+7% +$269K 3.81% 9
2019
Q4 		$4.46M Buy
+467,686
New +$4.09M 3.95% 2

Other funds holding VGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Insight Folios's VGR Position: Q3 2024 in Review

Insight Folios reduced its Vector Group Ltd. (VGR) stake by 58% in Q3 2024, selling an estimated $4.82M and leaving 254,091 shares worth $3.79M. The position accounts for 1.35% of the portfolio, ranked #31.

Insight Folios first reported a position in VGR in Q4 2019 and has held it in 20 quarters since. The position peaked at $9.02M in Q2 2023. 259 funds tracked by Wall St. Rank hold VGR as of Q3 2024.

  • Insight Folios held 254,091 shares of Vector Group Ltd. worth $3.79M as of Q3 2024.
  • Insight Folios sold 357,529 Vector Group Ltd. shares in Q3 2024, an estimated $4.82M.
  • Vector Group Ltd. made up 1.35% of Insight Folios's portfolio in Q3 2024, its #31 holding.
  • Insight Folios first reported a position in Vector Group Ltd. in Q4 2019 and has held it in 20 quarters since.
  • Insight Folios's Vector Group Ltd. position peaked at $9.02M in Q2 2023.
  • 259 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.