Perennial Advisors’s Verisk Analytics VRSK Stock Holding History

Perennial 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
2021 Q3	–	Sell	-630	Closed	-$110K	–	269
2021 Q2	$110K	Hold	630	–	–	0.03%	103
2021 Q1	$111K	Hold	630	–	–	0.03%	99
2020 Q4	$131K	Buy	+630	New	+$122K	0.05%	88
2020 Q3	–	Sell	-775	Closed	-$132K	–	200
2020 Q2	$132K	Buy	+775	New	+$122K	0.06%	84
2019 Q1	–	Sell	-1,000	Closed	-$109K	–	180
2018 Q4	$109K	Hold	1,000	–	–	0.07%	74
2018 Q3	$121K	Hold	1,000	–	–	0.07%	79
2018 Q2	$108K	Hold	1,000	–	–	0.07%	85
2018 Q1	$104K	Sell	1,000 -100	-9%	-$9.98K	0.07%	84
2017 Q4	$106K	Hold	1,100	–	–	0.07%	90
2017 Q3	$92K	Hold	1,100	–	–	0.06%	89
2017 Q2	$93K	Hold	1,100	–	–	0.07%	87
2017 Q1	$89K	Sell	1,100 -200	-15%	-$16.4K	0.07%	86
2016 Q4	$106K	Buy	+1,300	New	+$107K	0.09%	85

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

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Perennial Advisors's VRSK Position: Q3 2021 in Review

Perennial Advisors sold out of Verisk Analytics (VRSK) in Q3 2021, closing a stake of 630 shares — an estimated $110K sold.

Perennial Advisors first reported a position in VRSK in Q4 2016 and held it in 13 quarters. The position peaked at $132K in Q2 2020. 751 funds tracked by Wall St. Rank hold VRSK as of Q3 2021.

Perennial Advisors reported no remaining Verisk Analytics position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 630 Verisk Analytics shares in Q3 2021, an estimated $110K.
Perennial Advisors first reported a position in Verisk Analytics in Q4 2016 and held it in 13 quarters.
Perennial Advisors's Verisk Analytics position peaked at $132K in Q2 2020.
751 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.