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Joel Isaacson & Co’s Verisk Analytics VRSK Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-85
Closed -$7K – 528
2016
Q4 		$7K Hold
85
– – ﹤0.01% 543
2016
Q3 		$7K Hold
85
– – ﹤0.01% 588
2016
Q2 		$7K Hold
85
– – ﹤0.01% 581
2016
Q1 		$7K Sell
85
-29
-25% -$2.12K ﹤0.01% 620
2015
Q4 		$9K Buy
+114
New +$8.66K ﹤0.01% 569

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joel Isaacson & Co's VRSK Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Verisk Analytics (VRSK) in Q1 2017, closing a stake of 85 shares — an estimated $7K sold.

Joel Isaacson & Co first reported a position in VRSK in Q4 2015 and held it in 5 quarters. The position peaked at $9K in Q4 2015. 490 funds tracked by Wall St. Rank hold VRSK as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Verisk Analytics position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 85 Verisk Analytics shares in Q1 2017, an estimated $7K.
  • Joel Isaacson & Co first reported a position in Verisk Analytics in Q4 2015 and held it in 5 quarters.
  • Joel Isaacson & Co's Verisk Analytics position peaked at $9K in Q4 2015.
  • 490 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.