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Jackson Grant Investment Advisers’s Verisk Analytics VRSK Stock Holding History

Jackson Grant Investment Advisers’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
2023
Q2 		– Sell
-18
Closed -$3.45K – 470
2023
Q1 		$3.45K Buy
+18
New +$3.26K ﹤0.01% 351

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jackson Grant Investment Advisers's VRSK Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Verisk Analytics (VRSK) in Q2 2023, closing a stake of 18 shares — an estimated $3.45K sold.

Jackson Grant Investment Advisers first reported a position in VRSK in Q1 2023 and held it in 1 quarter. The position peaked at $3.45K in Q1 2023. 868 funds tracked by Wall St. Rank hold VRSK as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Verisk Analytics position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 18 Verisk Analytics shares in Q2 2023, an estimated $3.45K.
  • Jackson Grant Investment Advisers first reported a position in Verisk Analytics in Q1 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Verisk Analytics position peaked at $3.45K in Q1 2023.
  • 868 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.