Newfound Research’s Verisk Analytics VRSK Stock Holding History

Newfound Research’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
2022 Q3	$82K	Buy	483 +15	+3%	+$2.8K	0.2%	40
2022 Q2	$81K	Sell	468 -14	-3%	-$2.61K	0.17%	83
2022 Q1	$103K	Sell	482 -117	-20%	-$23.1K	0.13%	98
2021 Q4	$137K	Sell	599 -10	-2%	-$2.18K	0.17%	62
2021 Q3	$122K	Buy	609 +132	+28%	+$25.6K	0.2%	17
2021 Q2	$83K	Buy	477 +65	+16%	+$11.5K	0.16%	76
2021 Q1	$73K	Sell	412 -199	-33%	-$36.4K	0.17%	71
2020 Q4	$127K	Buy	611 +451	+282%	+$87.7K	0.33%	38
2020 Q3	$30K	Buy	+160	New	+$29.3K	0.09%	84

Other funds holding VRSK

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Newfound Research's VRSK Position: Q3 2022 in Review

Newfound Research increased its Verisk Analytics (VRSK) stake by 3.2% in Q3 2022, buying an estimated $2.8K and bringing the position to 483 shares worth $82K. The position accounts for 0.2% of the portfolio, ranked #40.

Newfound Research first reported a position in VRSK in Q3 2020 and has held it in 9 quarters since. The position peaked at $137K in Q4 2021. 773 funds tracked by Wall St. Rank hold VRSK as of Q3 2022.

Newfound Research held 483 shares of Verisk Analytics worth $82K as of Q3 2022.
Newfound Research bought 15 Verisk Analytics shares in Q3 2022, an estimated $2.8K.
Verisk Analytics made up 0.2% of Newfound Research's portfolio in Q3 2022, its #40 holding.
Newfound Research first reported a position in Verisk Analytics in Q3 2020 and has held it in 9 quarters since.
Newfound Research's Verisk Analytics position peaked at $137K in Q4 2021.
773 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.