JIR
VR

James Investment Research’s Validus Hold Ltd VR Stock Holding History

James Investment Research’s Portfolio VR Stock Details VR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,656
Closed -$421K – 724
2016
Q4 		$421K Sell
7,656
-2,000
-21% -$106K 0.01% 300
2016
Q3 		$481K Hold
9,656
– – 0.01% 294
2016
Q2 		$469K Buy
9,656
+53
+0.6% +$2.49K 0.01% 260
2016
Q1 		$453K Hold
9,603
– – 0.01% 247
2015
Q4 		$444K Hold
9,603
– – 0.01% 248
2015
Q3 		$432K Buy
+9,603
New +$434K 0.01% 254

Other funds holding VR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return