Robeco Institutional Asset Management

Robeco Institutional Asset Management’s Virtus Investment Partners VRTS Stock Holding History

Robeco Institutional Asset Management’s Portfolio VRTS Stock Details VRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-72	Closed	-$20K	–	963
2021 Q2	$20K	Sell	72 -30	-29%	-$8.12K	﹤0.01%	940
2021 Q1	$24K	Sell	102 -38	-27%	-$9.14K	﹤0.01%	936
2020 Q4	$30K	Sell	140 -187	-57%	-$34K	﹤0.01%	922
2020 Q3	$45K	Hold	327	–	–	﹤0.01%	897
2020 Q2	$38K	Hold	327	–	–	﹤0.01%	945
2020 Q1	$25K	Buy	+327	New	+$36.9K	﹤0.01%	964
2017 Q1	–	Sell	-3,419	Closed	-$403K	–	863
2016 Q4	$403K	Buy	+3,419	New	+$373K	﹤0.01%	671

Other funds holding VRTS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

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

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Geode Capital Management

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