MFGM
VMW

Marshall Financial Group (Maryland)’s VMware, Inc VMW Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,040
Closed -$802K – 218
2022
Q1 		$802K Sell
7,040
-95
-1% -$11.5K 0.33% 112
2021
Q4 		$827K Buy
7,135
+2,313
+48% +$304K 0.3% 124
2021
Q3 		$717K Buy
4,822
+467
+11% +$70.8K 0.37% 98
2021
Q2 		$697K Buy
+4,355
New +$697K 0.38% 92

Other funds holding VMW

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marshall Financial Group (Maryland)'s VMW Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of VMware, Inc (VMW) in Q2 2022, closing a stake of 7,040 shares — an estimated $802K sold.

Marshall Financial Group (Maryland) first reported a position in VMW in Q2 2021 and held it in 4 quarters. The position peaked at $827K in Q4 2021. 851 funds tracked by Wall St. Rank hold VMW as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining VMware, Inc position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 7,040 VMware, Inc shares in Q2 2022, an estimated $802K.
  • Marshall Financial Group (Maryland) first reported a position in VMware, Inc in Q2 2021 and held it in 4 quarters.
  • Marshall Financial Group (Maryland)'s VMware, Inc position peaked at $827K in Q4 2021.
  • 851 funds tracked by Wall St. Rank held VMware, Inc as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.