NewFocus Financial Group’s Verisk Analytics VRSK Stock Holding History

NewFocus Financial Group’s Portfolio VRSK Stock Details VRSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$310K	Hold	1,491	–	–	0.09%	101
2020 Q3	$276K	Sell	1,491 -150	-9%	-$27.5K	0.09%	103
2020 Q2	$279K	Hold	1,641	–	–	0.1%	99
2020 Q1	$229K	Hold	1,641	–	–	0.11%	88
2019 Q4	$245K	Hold	1,641	–	–	0.1%	96
2019 Q3	$260K	Hold	1,641	–	–	0.11%	90
2019 Q2	$240K	Hold	1,641	–	–	0.11%	87
2019 Q1	$218K	Sell	1,641 -500	-23%	-$60.8K	0.11%	84
2018 Q4	$233K	Hold	2,141	–	–	0.14%	79
2018 Q3	$258K	Hold	2,141	–	–	0.14%	69
2018 Q2	$230K	Sell	2,141 -250	-10%	-$26.6K	0.14%	68
2018 Q1	$249K	Sell	2,391 -500	-17%	-$49.9K	0.16%	67
2017 Q4	$278K	Sell	2,891 -250	-8%	-$22.6K	0.17%	63
2017 Q3	$261K	Hold	3,141	–	–	0.17%	64
2017 Q2	$265K	Sell	3,141 -250	-7%	-$20.2K	0.15%	64
2017 Q1	$275K	Sell	3,391 -250	-7%	-$20.5K	0.17%	58
2016 Q4	$296K	Hold	3,641	–	–	0.2%	51
2016 Q3	$296K	Hold	3,641	–	–	0.21%	49
2016 Q2	$295K	Hold	3,641	–	–	0.22%	47
2016 Q1	$291K	Sell	3,641 -1,000	-22%	-$73K	0.21%	44
2015 Q4	$357K	Hold	4,641	–	–	0.25%	48
2015 Q3	$343K	Sell	4,641 -500	-10%	-$37.3K	0.26%	42
2015 Q2	$374K	Hold	5,141	–	–	0.24%	42
2015 Q1	$367K	Sell	5,141 -1,500	-23%	-$101K	0.23%	42
2014 Q4	$425K	Buy	+6,641	New	+$413K	0.29%	42
2014 Q3	–	Sell	-6,641	Closed	-$399K	–	45
2014 Q2	$399K	Sell	6,641 -250	-4%	-$14.9K	0.32%	37
2014 Q1	$413K	Sell	6,891 -1,150	-14%	-$72.8K	0.34%	36
2013 Q4	$528K	Buy	+8,041	New	+$528K	0.45%	34

Other funds holding VRSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewFocus Financial Group's VRSK Position: Q4 2020 in Review

NewFocus Financial Group held its Verisk Analytics (VRSK) position steady in Q4 2020 at 1,491 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #101.

NewFocus Financial Group first reported a position in VRSK in Q4 2013 and has held it in 28 quarters since. The position peaked at $528K in Q4 2013. 783 funds tracked by Wall St. Rank hold VRSK as of Q4 2020.

NewFocus Financial Group held 1,491 shares of Verisk Analytics worth $310K as of Q4 2020.
NewFocus Financial Group left its Verisk Analytics share count unchanged in Q4 2020.
Verisk Analytics made up 0.09% of NewFocus Financial Group's portfolio in Q4 2020, its #101 holding.
NewFocus Financial Group first reported a position in Verisk Analytics in Q4 2013 and has held it in 28 quarters since.
NewFocus Financial Group's Verisk Analytics position peaked at $528K in Q4 2013.
783 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.