Private Ocean’s Verisk Analytics VRSK Stock Holding History

Private Ocean’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 Q1	–	Sell	-90	Closed	-$15.9K	–	679
2022 Q4	$15.9K	Buy	+90	New	+$15.8K	﹤0.01%	332

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Private Ocean's VRSK Position: Q1 2023 in Review

Private Ocean sold out of Verisk Analytics (VRSK) in Q1 2023, closing a stake of 90 shares — an estimated $15.9K sold.

Private Ocean first reported a position in VRSK in Q4 2022 and held it in 1 quarter. The position peaked at $15.9K in Q4 2022. 797 funds tracked by Wall St. Rank hold VRSK as of Q1 2023.

Private Ocean reported no remaining Verisk Analytics position as of Q1 2023 after selling out during the quarter.
Private Ocean sold 90 Verisk Analytics shares in Q1 2023, an estimated $15.9K.
Private Ocean first reported a position in Verisk Analytics in Q4 2022 and held it in 1 quarter.
Private Ocean's Verisk Analytics position peaked at $15.9K in Q4 2022.
797 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.