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Midwest Professional Planners Ltd (MPPL)’s Valvoline VVV Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,628
Closed -$361K – 166
2024
Q3 		$361K Buy
8,628
+966
+13% +$41K 0.11% 140
2024
Q2 		$331K Buy
7,662
+727
+10% +$30.5K 0.11% 135
2024
Q1 		$309K Buy
6,935
+1,071
+18% +$42.7K 0.11% 132
2023
Q4 		$220K Buy
+5,864
New +$196K 0.09% 126

Other funds holding VVV

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s VVV Position: Q4 2024 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Valvoline (VVV) in Q4 2024, closing a stake of 8,628 shares — an estimated $361K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in VVV in Q4 2023 and held it in 4 quarters. The position peaked at $361K in Q3 2024. 432 funds tracked by Wall St. Rank hold VVV as of Q4 2024.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Valvoline position as of Q4 2024 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 8,628 Valvoline shares in Q4 2024, an estimated $361K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Valvoline in Q4 2023 and held it in 4 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Valvoline position peaked at $361K in Q3 2024.
  • 432 funds tracked by Wall St. Rank held Valvoline as of Q4 2024.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2024, filed 10 Feb 2025.