Luther King Capital Management (LKCM)’s Vivmark Residential VMRK Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio VMRK Stock Details VMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,149	Closed	-$279K	–	585
2022 Q3	$279K	Sell	4,149 -1,149	-22%	-$85K	﹤0.01%	514
2022 Q2	$383K	Buy	5,298 +1,564	+42%	+$124K	﹤0.01%	510
2022 Q1	$336K	Sell	3,734 -2,652	-42%	-$234K	﹤0.01%	531
2021 Q4	$578K	Sell	6,386 -170	-3%	-$14.6K	﹤0.01%	477
2021 Q3	$531K	Sell	6,556 -1,369	-17%	-$113K	﹤0.01%	476
2021 Q2	$610K	Buy	+7,925	New	+$599K	﹤0.01%	480
2013 Q4	–	Sell	-22,300	Closed	-$1.2M	–	551
2013 Q3	$1.2M	Sell	22,300 -3,300	-13%	-$182K	0.01%	396
2013 Q2	$1.49M	Buy	+25,600	New	+$1.47M	0.01%	367

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Luther King Capital Management (LKCM)'s VMRK Position: Q4 2022 in Review

Luther King Capital Management (LKCM) sold out of Vivmark Residential (VMRK) in Q4 2022, closing a stake of 4,149 shares — an estimated $279K sold.

Luther King Capital Management (LKCM) first reported a position in VMRK in Q2 2013 and held it in 8 quarters. The position peaked at $1.49M in Q2 2013. 598 funds tracked by Wall St. Rank hold VMRK as of Q4 2022.

Luther King Capital Management (LKCM) reported no remaining Vivmark Residential position as of Q4 2022 after selling out during the quarter.
Luther King Capital Management (LKCM) sold 4,149 Vivmark Residential shares in Q4 2022, an estimated $279K.
Luther King Capital Management (LKCM) first reported a position in Vivmark Residential in Q2 2013 and held it in 8 quarters.
Luther King Capital Management (LKCM)'s Vivmark Residential position peaked at $1.49M in Q2 2013.
598 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2022.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2022, filed 13 Feb 2023.