KJHP
VWE

K.J. Harrison & Partners’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

K.J. Harrison & Partners’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
2021
Q4 		– Sell
-24,600
Closed -$253K – 413
2021
Q3 		$253K Sell
24,600
-88,182
-78% -$920K 0.04% 248
2021
Q2 		$1.35K Buy
+112,782
New +$1.2M 0.14% 136

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 $532M AUM 29.6% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
CC
Caspian Capital New York $103M AUM
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ECM
EMC Capital Management Houston, Texas $225M AUM 25.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

K.J. Harrison & Partners's VWE Position: Q4 2021 in Review

K.J. Harrison & Partners sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q4 2021, closing a stake of 24,600 shares — an estimated $253K sold.

K.J. Harrison & Partners first reported a position in VWE in Q2 2021 and held it in 2 quarters. The position peaked at $253K in Q3 2021. 66 funds tracked by Wall St. Rank hold VWE as of Q4 2021.

  • K.J. Harrison & Partners reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • K.J. Harrison & Partners sold 24,600 Vintage Wine Estates, Inc. Common Stock shares in Q4 2021, an estimated $253K.
  • K.J. Harrison & Partners first reported a position in Vintage Wine Estates, Inc. Common Stock in Q2 2021 and held it in 2 quarters.
  • K.J. Harrison & Partners's Vintage Wine Estates, Inc. Common Stock position peaked at $253K in Q3 2021.
  • 66 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q4 2021.

Based on K.J. Harrison & Partners's 13F filing for Q4 2021, filed 26 Jan 2022.