JO
VWE

John Overdeck’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

John Overdeck’s Portfolio VWE Stock Details VWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,100
Closed -$39.4K – 3272
2022
Q4 		$39.4K Buy
+12,100
New +$37.1K ﹤0.01% 2617
2022
Q1 		– Sell
-49,042
Closed -$580K – 4620
2021
Q4 		$580K Buy
+49,042
New +$517K ﹤0.01% 3105

Other funds holding VWE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

John Overdeck's VWE Position: Q1 2023 in Review

John Overdeck sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q1 2023, closing a stake of 12,100 shares — an estimated $39.4K sold.

John Overdeck first reported a position in VWE in Q4 2021 and held it in 2 quarters. The position peaked at $580K in Q4 2021. 71 funds tracked by Wall St. Rank hold VWE as of Q1 2023.

  • John Overdeck reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • John Overdeck sold 12,100 Vintage Wine Estates, Inc. Common Stock shares in Q1 2023, an estimated $39.4K.
  • John Overdeck first reported a position in Vintage Wine Estates, Inc. Common Stock in Q4 2021 and held it in 2 quarters.
  • John Overdeck's Vintage Wine Estates, Inc. Common Stock position peaked at $580K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q1 2023.

Based on Two Sigma Investments's 13F filing for Q1 2023, filed 15 May 2023.