Psagot Value Holdings’s Valero Energy VLO Stock Holding History

Psagot Value Holdings’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15	Closed	-$2K	–	610
2023 Q3	$2K	Sell	15 -14	-48%	-$1.83K	﹤0.01%	474
2023 Q2	$3K	Buy	29 +16	+123%	+$1.86K	﹤0.01%	414
2023 Q1	$2K	Buy	+13	New	+$1.75K	﹤0.01%	434
2022 Q1	–	Sell	-75	Closed	-$6K	–	397
2021 Q4	$6K	Buy	+75	New	+$5.59K	﹤0.01%	327
2021 Q3	–	Sell	-500	Closed	-$39K	–	459
2021 Q2	$39K	Hold	500	–	–	﹤0.01%	367
2021 Q1	$36K	Sell	500 -300	-38%	-$20.4K	﹤0.01%	326
2020 Q4	$45K	Buy	+800	New	+$39.3K	﹤0.01%	300
2019 Q1	–	Sell	-1,220	Closed	-$91K	–	471
2018 Q4	$91K	Buy	+1,220	New	+$107K	﹤0.01%	327

Other funds holding VLO

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Psagot Value Holdings's VLO Position: Q4 2023 in Review

Psagot Value Holdings sold out of Valero Energy (VLO) in Q4 2023, closing a stake of 15 shares — an estimated $2K sold.

Psagot Value Holdings first reported a position in VLO in Q4 2018 and held it in 8 quarters. The position peaked at $91K in Q4 2018. 1,446 funds tracked by Wall St. Rank hold VLO as of Q4 2023.

Psagot Value Holdings reported no remaining Valero Energy position as of Q4 2023 after selling out during the quarter.
Psagot Value Holdings sold 15 Valero Energy shares in Q4 2023, an estimated $2K.
Psagot Value Holdings first reported a position in Valero Energy in Q4 2018 and held it in 8 quarters.
Psagot Value Holdings's Valero Energy position peaked at $91K in Q4 2018.
1,446 funds tracked by Wall St. Rank held Valero Energy as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.