Neuberger Berman Group
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Neuberger Berman Group’s i3 Verticals IIIV Stock Holding History

Neuberger Berman Group’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-221,134
Closed -$5.06M – 1843
2023
Q2 		$5.06M Buy
221,134
+49,995
+29% +$1.17M ﹤0.01% 887
2023
Q1 		$4.2M Buy
+171,139
New +$4.49M ﹤0.01% 914
2018
Q3 		– Sell
-200,000
Closed -$3.04M – 1656
2018
Q2 		$3.04M Buy
+200,000
New +$3.18M ﹤0.01% 990

Other funds holding IIIV

GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Neuberger Berman Group's IIIV Position: Q3 2023 in Review

Neuberger Berman Group sold out of i3 Verticals (IIIV) in Q3 2023, closing a stake of 221,134 shares — an estimated $5.06M sold.

Neuberger Berman Group first reported a position in IIIV in Q2 2018 and held it in 3 quarters. The position peaked at $5.06M in Q2 2023. 137 funds tracked by Wall St. Rank hold IIIV as of Q3 2023.

  • Neuberger Berman Group reported no remaining i3 Verticals position as of Q3 2023 after selling out during the quarter.
  • Neuberger Berman Group sold 221,134 i3 Verticals shares in Q3 2023, an estimated $5.06M.
  • Neuberger Berman Group first reported a position in i3 Verticals in Q2 2018 and held it in 3 quarters.
  • Neuberger Berman Group's i3 Verticals position peaked at $5.06M in Q2 2023.
  • 137 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2023.

Based on Neuberger Berman Group's 13F filing for Q3 2023, filed 14 Nov 2023.