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Lenox Wealth Management’s Verisk Analytics VRSK Stock Holding History

Lenox Wealth 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
2020
Q2 		$77K Sell
453
-6
-1% -$948 0.02% 218
2020
Q1 		$63K Hold
459
– – 0.02% 225
2019
Q4 		$69K Sell
459
-186
-29% -$27.6K 0.02% 249
2019
Q3 		$102K Sell
645
-2
-0.3% -$310 0.03% 206
2019
Q2 		$94K Hold
647
– – 0.03% 196
2019
Q1 		$86K Buy
647
+16
+3% +$1.95K 0.03% 195
2018
Q4 		$69K Buy
631
+172
+37% +$20.1K 0.02% 191
2018
Q3 		$55K Hold
459
– – 0.02% 226
2018
Q2 		$49K Hold
459
– – 0.02% 215
2018
Q1 		$47K Sell
459
-194
-30% -$19.4K 0.02% 217
2017
Q4 		$63K Hold
653
– – 0.02% 190
2017
Q3 		$54K Sell
653
-23
-3% -$1.91K 0.02% 209
2017
Q2 		$57K Sell
676
-150
-18% -$12.1K 0.02% 197
2017
Q1 		$67K Sell
826
-650
-44% -$53.4K 0.05% 79
2016
Q4 		$120K Sell
1,476
-207
-12% -$17K 0.09% 53
2016
Q3 		$136K Hold
1,683
– – 0.11% 45
2016
Q2 		$136K Sell
1,683
-151
-8% -$11.8K 0.1% 45
2016
Q1 		$147K Sell
1,834
-542
-23% -$39.6K 0.1% 46
2015
Q4 		$183K Sell
2,376
-855
-26% -$64.9K 0.14% 35
2015
Q3 		$239K Sell
3,231
-71
-2% -$5.29K 0.2% 20
2015
Q2 		$240K Sell
3,302
-45
-1% -$3.31K 0.18% 23
2015
Q1 		$239K Sell
3,347
-3,946
-54% -$266K 0.17% 24
2014
Q4 		$455K Buy
7,293
+3,643
+100% +$227K 0.3% 14
2014
Q3 		$222K Sell
3,650
-61
-2% -$3.81K 0.15% 28
2014
Q2 		$223K Sell
3,711
-327
-8% -$19.5K 0.15% 31
2014
Q1 		$242K Sell
4,038
-308
-7% -$19.5K 0.12% 32
2013
Q4 		$286K Buy
+4,346
New +$285K 0.19% 30

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Management's VRSK Position: Q2 2020 in Review

Lenox Wealth Management reduced its Verisk Analytics (VRSK) stake by 1.3% in Q2 2020, selling an estimated $948 and leaving 453 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #218.

Lenox Wealth Management first reported a position in VRSK in Q4 2013 and has held it in 27 quarters since. The position peaked at $455K in Q4 2014. 704 funds tracked by Wall St. Rank hold VRSK as of Q2 2020.

  • Lenox Wealth Management held 453 shares of Verisk Analytics worth $77K as of Q2 2020.
  • Lenox Wealth Management sold 6 Verisk Analytics shares in Q2 2020, an estimated $948.
  • Verisk Analytics made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #218 holding.
  • Lenox Wealth Management first reported a position in Verisk Analytics in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Verisk Analytics position peaked at $455K in Q4 2014.
  • 704 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.