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Rockbridge Investment Management’s Verisk Analytics VRSK Stock Holding History

Rockbridge Investment Management’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
2022
Q2 		– Sell
-40
Closed -$8.56K – 799
2022
Q1 		$8.56K Hold
40
– – ﹤0.01% 541
2021
Q4 		$9K Hold
40
– – ﹤0.01% 592
2021
Q3 		$8K Hold
40
– – ﹤0.01% 561
2021
Q2 		$7K Hold
40
– – ﹤0.01% 576
2021
Q1 		$7K Buy
+40
New +$7.33K ﹤0.01% 551

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Rockbridge Investment Management's VRSK Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Verisk Analytics (VRSK) in Q2 2022, closing a stake of 40 shares — an estimated $8.56K sold.

Rockbridge Investment Management first reported a position in VRSK in Q1 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 774 funds tracked by Wall St. Rank hold VRSK as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Verisk Analytics position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 40 Verisk Analytics shares in Q2 2022, an estimated $8.56K.
  • Rockbridge Investment Management first reported a position in Verisk Analytics in Q1 2021 and held it in 5 quarters.
  • Rockbridge Investment Management's Verisk Analytics position peaked at $9K in Q4 2021.
  • 774 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.