LAM
VRSK icon

Lebenthal Asset Management’s Verisk Analytics VRSK Stock Holding History

Lebenthal Asset Management’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
2016
Q4 		– Sell
-242
Closed -$20K – 684
2016
Q3 		$20K Buy
+242
New +$20K ﹤0.01% 614

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $34.1B AUM 20.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Lebenthal Asset Management's VRSK Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Verisk Analytics (VRSK) in Q4 2016, closing a stake of 242 shares — an estimated $20K sold.

Lebenthal Asset Management first reported a position in VRSK in Q3 2016 and held it in 1 quarter. The position peaked at $20K in Q3 2016. 511 funds tracked by Wall St. Rank hold VRSK as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Verisk Analytics position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 242 Verisk Analytics shares in Q4 2016, an estimated $20K.
  • Lebenthal Asset Management first reported a position in Verisk Analytics in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Verisk Analytics position peaked at $20K in Q3 2016.
  • 511 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.