Needelman Asset Management’s NCR Voyix VYX Stock Holding History

Needelman Asset Management’s Portfolio VYX Stock Details VYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-53,505	Closed	-$984K	–	31
2018 Q2	$984K	Sell	53,505 -448	-0.8%	-$8.45K	2.14%	28
2018 Q1	$1.04M	Buy	53,953 +448	+0.8%	+$9.44K	2.25%	27
2017 Q4	$1.12M	Sell	53,505 -1,711	-3%	-$34.7K	2.79%	16
2017 Q3	$1.27M	Hold	55,216	–	–	3.12%	11
2017 Q2	$1.38M	Buy	+55,216	New	+$1.4M	3.56%	6

Other funds holding VYX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Needelman Asset Management's VYX Position: Q3 2018 in Review

Needelman Asset Management sold out of NCR Voyix (VYX) in Q3 2018, closing a stake of 53,505 shares — an estimated $984K sold.

Needelman Asset Management first reported a position in VYX in Q2 2017 and held it in 5 quarters. The position peaked at $1.38M in Q2 2017. 347 funds tracked by Wall St. Rank hold VYX as of Q3 2018.

Needelman Asset Management reported no remaining NCR Voyix position as of Q3 2018 after selling out during the quarter.
Needelman Asset Management sold 53,505 NCR Voyix shares in Q3 2018, an estimated $984K.
Needelman Asset Management first reported a position in NCR Voyix in Q2 2017 and held it in 5 quarters.
Needelman Asset Management's NCR Voyix position peaked at $1.38M in Q2 2017.
347 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.