MIM
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Meros Investment Management’s Red Violet RDVT Stock Holding History

Meros Investment Management’s Portfolio RDVT Stock Details RDVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-145,766
Closed -$2.91M – 43
2023
Q4 		$2.91M Buy
145,766
+2,478
+2% +$49.4K 1.38% 31
2023
Q3 		$2.87M Sell
143,288
-1,000
-0.7% -$20.7K 1.56% 28
2023
Q2 		$2.97M Sell
144,288
-14,230
-9% -$266K 1.47% 29
2023
Q1 		$2.79M Sell
158,518
-1,759
-1% -$37.7K 1.59% 32
2022
Q4 		$3.69M Buy
160,277
+54,381
+51% +$1.11M 2.18% 24
2022
Q3 		$1.83M Buy
105,896
+19,825
+23% +$395K 1.89% 27
2022
Q2 		$1.64M Buy
86,071
+226
+0.3% +$5.56K 1.52% 30
2022
Q1 		$2.45M Buy
85,845
+6,182
+8% +$174K 1.94% 26
2021
Q4 		$3.16M Buy
+79,663
New +$2.78M 2.31% 21

Other funds holding RDVT

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return