Institutional & Family Asset Management’s Verisk Analytics VRSK Stock Holding History

Institutional & Family Asset 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
2020 Q3	–	Sell	-650	Closed	-$111K	–	901
2020 Q2	$111K	Hold	650	–	–	0.02%	224
2020 Q1	$91K	Hold	650	–	–	0.02%	217
2019 Q4	$97K	Sell	650 -50	-7%	-$7.41K	0.02%	238
2019 Q3	$111K	Hold	700	–	–	0.02%	206
2019 Q2	$103K	Hold	700	–	–	0.02%	220
2019 Q1	$93K	Hold	700	–	–	0.02%	250
2018 Q4	$76K	Sell	700 -24	-3%	-$2.81K	0.02%	269
2018 Q3	$87K	Buy	724 +24	+3%	+$2.79K	0.02%	285
2018 Q2	$75K	Buy	700 +50	+8%	+$5.32K	0.02%	312
2018 Q1	$68K	Buy	+650	New	+$64.9K	0.01%	299

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

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

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

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

Institutional & Family Asset Management's VRSK Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Verisk Analytics (VRSK) in Q3 2020, closing a stake of 650 shares — an estimated $111K sold.

Institutional & Family Asset Management first reported a position in VRSK in Q1 2018 and held it in 10 quarters. The position peaked at $111K in Q2 2020. 733 funds tracked by Wall St. Rank hold VRSK as of Q3 2020.

Institutional & Family Asset Management reported no remaining Verisk Analytics position as of Q3 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 650 Verisk Analytics shares in Q3 2020, an estimated $111K.
Institutional & Family Asset Management first reported a position in Verisk Analytics in Q1 2018 and held it in 10 quarters.
Institutional & Family Asset Management's Verisk Analytics position peaked at $111K in Q2 2020.
733 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.