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Nordea Investment Management’s
Vertex
VERX
Stock Holding History
Nordea Investment Management’s Portfolio
VERX Stock Details
VERX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-303,499
Closed
-$7.08M
–
970
2023
Q3
$7.08M
Sell
303,499
-3,454
-1%
-$71.1K
0.01%
431
2023
Q2
$6.11M
Buy
306,953
+7,243
+2%
+$153K
0.01%
477
2023
Q1
$6.23M
Sell
299,710
-1,467
-0.5%
-$22.6K
0.01%
478
2022
Q4
$4.39M
Sell
301,177
-13,681
-4%
-$219K
0.01%
541
2022
Q3
$4.38M
Sell
314,858
-711
-0.2%
-$9.02K
0.01%
540
2022
Q2
$3.59M
Buy
315,569
+4,591
+1%
+$58.1K
0.01%
609
2022
Q1
$4.67M
Buy
310,978
+5,199
+2%
+$72.7K
0.01%
601
2021
Q4
$4.92M
Sell
305,779
-9,503
-3%
-$180K
0.01%
592
2021
Q3
$6.1M
Hold
315,282
–
–
0.01%
568
2021
Q2
$6.92M
Buy
315,282
+139,617
+79%
+$2.84M
0.01%
529
2021
Q1
$3.94M
Buy
+175,665
New
+$5.48M
0.01%
619
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LA
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1-Year Est. Return
CCA
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$5.01B AUM
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1-Year Est. Return
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$1.56T AUM
27.86%
1-Year Est. Return
BMCM
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$2.06B AUM
19.82%
1-Year Est. Return
Loomis, Sayles & Company
Boston, Massachusetts
$74.3B AUM
24.01%
1-Year Est. Return
TCM
TimesSquare Capital Management
New York
$5.89B AUM
28.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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