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Ridgewood Investments’s Valvoline VVV Stock Holding History

Ridgewood Investments’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23
Closed -$1.01K – 808
2024
Q2 		$1.01K Buy
+23
New +$966 ﹤0.01% 703
2023
Q3 		– Sell
-23
Closed -$875 – 763
2023
Q2 		$875 Hold
23
– – ﹤0.01% 748
2023
Q1 		$815 Buy
+23
New +$800 ﹤0.01% 755

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ridgewood Investments's VVV Position: Q3 2024 in Review

Ridgewood Investments sold out of Valvoline (VVV) in Q3 2024, closing a stake of 23 shares — an estimated $1.01K sold.

Ridgewood Investments first reported a position in VVV in Q1 2023 and held it in 3 quarters. The position peaked at $1.01K in Q2 2024. 439 funds tracked by Wall St. Rank hold VVV as of Q3 2024.

  • Ridgewood Investments reported no remaining Valvoline position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 23 Valvoline shares in Q3 2024, an estimated $1.01K.
  • Ridgewood Investments first reported a position in Valvoline in Q1 2023 and held it in 3 quarters.
  • Ridgewood Investments's Valvoline position peaked at $1.01K in Q2 2024.
  • 439 funds tracked by Wall St. Rank held Valvoline as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.