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Lee Financial’s Verisk Analytics VRSK Stock Holding History

Lee Financial’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
2018
Q3 		– Sell
-200
Closed -$22K – 726
2018
Q2 		$22K Sell
200
-200
-50% -$21.3K 0.01% 337
2018
Q1 		$42K Buy
400
+200
+100% +$20K 0.01% 273
2017
Q4 		$19K Hold
200
– – 0.01% 260
2017
Q3 		$17K Hold
200
– – 0.01% 257
2017
Q2 		$17K Buy
+200
New +$16.2K 0.01% 260

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lee Financial's VRSK Position: Q3 2018 in Review

Lee Financial sold out of Verisk Analytics (VRSK) in Q3 2018, closing a stake of 200 shares — an estimated $22K sold.

Lee Financial first reported a position in VRSK in Q2 2017 and held it in 5 quarters. The position peaked at $42K in Q1 2018. 576 funds tracked by Wall St. Rank hold VRSK as of Q3 2018.

  • Lee Financial reported no remaining Verisk Analytics position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 200 Verisk Analytics shares in Q3 2018, an estimated $22K.
  • Lee Financial first reported a position in Verisk Analytics in Q2 2017 and held it in 5 quarters.
  • Lee Financial's Verisk Analytics position peaked at $42K in Q1 2018.
  • 576 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.