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Lombard Odier Asset Management (Europe)’s Virtus Investment Partners VRTS Stock Holding History

Lombard Odier Asset Management (Europe)’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,000
Closed -$5.07M – 202
2024
Q4 		$5.07M Sell
23,000
-2,000
-8% -$455K 0.33% 102
2024
Q3 		$5.24M Sell
25,000
-5,000
-17% -$1.07M 0.22% 144
2024
Q2 		$6.78M Buy
+30,000
New +$6.83M 0.32% 103

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s VRTS Position: Q1 2025 in Review

Lombard Odier Asset Management (Europe) sold out of Virtus Investment Partners (VRTS) in Q1 2025, closing a stake of 23,000 shares — an estimated $5.07M sold.

Lombard Odier Asset Management (Europe) first reported a position in VRTS in Q2 2024 and held it in 3 quarters. The position peaked at $6.78M in Q2 2024. 236 funds tracked by Wall St. Rank hold VRTS as of Q1 2025.

  • Lombard Odier Asset Management (Europe) reported no remaining Virtus Investment Partners position as of Q1 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (Europe) sold 23,000 Virtus Investment Partners shares in Q1 2025, an estimated $5.07M.
  • Lombard Odier Asset Management (Europe) first reported a position in Virtus Investment Partners in Q2 2024 and held it in 3 quarters.
  • Lombard Odier Asset Management (Europe)'s Virtus Investment Partners position peaked at $6.78M in Q2 2024.
  • 236 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2025.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q1 2025, filed 15 May 2025.