Meritage Portfolio Management’s Vodafone VOD Stock Holding History

Meritage Portfolio Management’s Portfolio VOD Stock Details VOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-237,076	Closed	-$2.69M	–	335
2022 Q3	$2.69M	Buy	237,076 +82,412	+53%	+$1.15M	0.22%	132
2022 Q2	$2.41M	Buy	154,664 +3,142	+2%	+$50.2K	0.19%	144
2022 Q1	$2.52M	Buy	151,522 +58,136	+62%	+$991K	0.16%	154
2021 Q4	$1.39M	Sell	93,386 -16,820	-15%	-$257K	0.08%	182
2021 Q3	$1.7M	Sell	110,206 -349	-0.3%	-$5.78K	0.1%	177
2021 Q2	$1.89M	Buy	110,555 +745	+0.7%	+$13.9K	0.11%	183
2021 Q1	$2.02M	Buy	+109,810	New	+$1.99M	0.13%	173
2019 Q1	–	Sell	-204,211	Closed	-$3.94M	–	200
2018 Q4	$3.94M	Buy	204,211 +103,236	+102%	+$2.06M	0.45%	88
2018 Q3	$2.19M	Buy	+100,975	New	+$2.35M	0.2%	152
2014 Q2	–	Sell	-84,807	Closed	-$3.12M	–	218
2014 Q1	$3.12M	Sell	84,807 -63,231	-43%	-$2.44M	0.37%	147
2013 Q4	$5.93M	Sell	148,038 -261	-0.2%	-$9.82K	0.73%	37
2013 Q3	$5.32M	Buy	148,299 +2,257	+2%	+$71.4K	0.69%	44
2013 Q2	$4.28M	Buy	+146,042	New	+$4.36M	0.61%	62

Other funds holding VOD

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meritage Portfolio Management's VOD Position: Q4 2022 in Review

Meritage Portfolio Management sold out of Vodafone (VOD) in Q4 2022, closing a stake of 237,076 shares — an estimated $2.69M sold.

Meritage Portfolio Management first reported a position in VOD in Q2 2013 and held it in 13 quarters. The position peaked at $5.93M in Q4 2013. 534 funds tracked by Wall St. Rank hold VOD as of Q4 2022.

Meritage Portfolio Management reported no remaining Vodafone position as of Q4 2022 after selling out during the quarter.
Meritage Portfolio Management sold 237,076 Vodafone shares in Q4 2022, an estimated $2.69M.
Meritage Portfolio Management first reported a position in Vodafone in Q2 2013 and held it in 13 quarters.
Meritage Portfolio Management's Vodafone position peaked at $5.93M in Q4 2013.
534 funds tracked by Wall St. Rank held Vodafone as of Q4 2022.

Based on Meritage Portfolio Management's 13F filing for Q4 2022, filed 1 Feb 2023.