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MPS Loria Financial Planners’s Valvoline VVV Stock Holding History

MPS Loria Financial Planners’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
2020
Q3 		– Sell
-889
Closed -$17K – 348
2020
Q2 		$17K Buy
+889
New +$15.1K 0.01% 212
2017
Q3 		– Sell
-871
Closed -$19K – 337
2017
Q2 		$19K Buy
+871
New +$20.2K 0.01% 234

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MPS Loria Financial Planners's VVV Position: Q3 2020 in Review

MPS Loria Financial Planners sold out of Valvoline (VVV) in Q3 2020, closing a stake of 889 shares — an estimated $17K sold.

MPS Loria Financial Planners first reported a position in VVV in Q2 2017 and held it in 2 quarters. The position peaked at $19K in Q2 2017. 313 funds tracked by Wall St. Rank hold VVV as of Q3 2020.

  • MPS Loria Financial Planners reported no remaining Valvoline position as of Q3 2020 after selling out during the quarter.
  • MPS Loria Financial Planners sold 889 Valvoline shares in Q3 2020, an estimated $17K.
  • MPS Loria Financial Planners first reported a position in Valvoline in Q2 2017 and held it in 2 quarters.
  • MPS Loria Financial Planners's Valvoline position peaked at $19K in Q2 2017.
  • 313 funds tracked by Wall St. Rank held Valvoline as of Q3 2020.

Based on MPS Loria Financial Planners's 13F filing for Q3 2020, filed 13 Oct 2020.