Operose Advisors’s Verisk Analytics VRSK Stock Holding History

Operose Advisors’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
2023 Q4	–	Sell	-861	Closed	-$203K	–	732
2023 Q3	$203K	Buy	+861	New	+$203K	0.08%	125

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Operose Advisors's VRSK Position: Q4 2023 in Review

Operose Advisors sold out of Verisk Analytics (VRSK) in Q4 2023, closing a stake of 861 shares — an estimated $203K sold.

Operose Advisors first reported a position in VRSK in Q3 2023 and held it in 1 quarter. The position peaked at $203K in Q3 2023. 902 funds tracked by Wall St. Rank hold VRSK as of Q4 2023.

Operose Advisors reported no remaining Verisk Analytics position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 861 Verisk Analytics shares in Q4 2023, an estimated $203K.
Operose Advisors first reported a position in Verisk Analytics in Q3 2023 and held it in 1 quarter.
Operose Advisors's Verisk Analytics position peaked at $203K in Q3 2023.
902 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.