Roble Belko & Company’s Valvoline VVV Stock Holding History

Roble Belko & Company’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
2021 Q2	–	Sell	-635	Closed	-$17K	–	348
2021 Q1	$17K	Hold	635	–	–	﹤0.01%	221
2020 Q4	$15K	Hold	635	–	–	﹤0.01%	216
2020 Q3	$12K	Hold	635	–	–	﹤0.01%	230
2020 Q2	$12K	Hold	635	–	–	﹤0.01%	244
2020 Q1	$8K	Hold	635	–	–	﹤0.01%	262
2019 Q4	$14K	Hold	635	–	–	﹤0.01%	244
2019 Q3	$14K	Hold	635	–	–	﹤0.01%	239
2019 Q2	$12K	Hold	635	–	–	﹤0.01%	245
2019 Q1	$12K	Hold	635	–	–	﹤0.01%	212
2018 Q4	$12K	Hold	635	–	–	﹤0.01%	191
2018 Q3	$14K	Hold	635	–	–	0.01%	190
2018 Q2	$14K	Hold	635	–	–	0.01%	197
2018 Q1	$14K	Hold	635	–	–	0.01%	206
2017 Q4	$16K	Hold	635	–	–	0.01%	190
2017 Q3	$15K	Hold	635	–	–	0.01%	161
2017 Q2	$15K	Hold	635	–	–	0.01%	161
2017 Q1	$16K	Hold	635	–	–	0.01%	160
2016 Q4	$14K	Hold	635	–	–	0.01%	182
2016 Q3	$15K	Buy	+635	New	+$15K	0.01%	192

Other funds holding VVV

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

Fidelity Investments

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return