Mason Morfit’s Valero Energy VLO Stock Holding History

Mason Morfit’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-637,747	Closed	-$21.8M	–	15
2013 Q3	$21.8M	Buy	+637,747	New	+$22.5M	0.2%	14

Other funds holding VLO

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mason Morfit's VLO Position: Q4 2013 in Review

Mason Morfit sold out of Valero Energy (VLO) in Q4 2013, closing a stake of 637,747 shares — an estimated $21.8M sold.

Mason Morfit first reported a position in VLO in Q3 2013 and held it in 1 quarter. The position peaked at $21.8M in Q3 2013. 742 funds tracked by Wall St. Rank hold VLO as of Q4 2013.

Mason Morfit reported no remaining Valero Energy position as of Q4 2013 after selling out during the quarter.
Mason Morfit sold 637,747 Valero Energy shares in Q4 2013, an estimated $21.8M.
Mason Morfit first reported a position in Valero Energy in Q3 2013 and held it in 1 quarter.
Mason Morfit's Valero Energy position peaked at $21.8M in Q3 2013.
742 funds tracked by Wall St. Rank held Valero Energy as of Q4 2013.

Based on ValueAct Holdings's 13F filing for Q4 2013, filed 14 Feb 2014.