Sargent Bickham Lagudis’s Verisk Analytics VRSK Stock Holding History

Sargent Bickham Lagudis’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 Q4	$17.6K	Hold	100	–	–	﹤0.01%	633
2022 Q3	$17K	Sell	100 -9	-8%	-$1.68K	﹤0.01%	611
2022 Q2	$19K	Sell	109 -191	-64%	-$35.6K	﹤0.01%	603
2022 Q1	$64K	Hold	300	–	–	0.01%	404
2021 Q4	$69K	Hold	300	–	–	0.01%	397
2021 Q3	$60K	Hold	300	–	–	﹤0.01%	415
2021 Q2	$52K	Hold	300	–	–	﹤0.01%	449
2021 Q1	$53K	Hold	300	–	–	﹤0.01%	429
2020 Q4	$62K	Hold	300	–	–	0.01%	393
2020 Q3	$56K	Hold	300	–	–	0.01%	368
2020 Q2	$51K	Hold	300	–	–	0.01%	353
2020 Q1	$42K	Sell	300 -200	-40%	-$31.3K	0.01%	362
2019 Q4	$75K	Buy	500 +330	+194%	+$48.9K	0.01%	313
2019 Q3	$27K	Sell	170 -2,812	-94%	-$436K	﹤0.01%	427
2019 Q2	$437K	Hold	2,982	–	–	0.05%	147
2019 Q1	$397K	Hold	2,982	–	–	0.05%	159
2018 Q4	$325K	Hold	2,982	–	–	0.04%	162
2018 Q3	$359K	Hold	2,982	–	–	0.04%	163
2018 Q2	$321K	Sell	2,982 -148	-5%	-$15.8K	0.04%	160
2018 Q1	$326K	Hold	3,130	–	–	0.04%	160
2017 Q4	$300K	Hold	3,130	–	–	0.04%	175
2017 Q3	$260K	Hold	3,130	–	–	0.03%	193
2017 Q2	$264K	Hold	3,130	–	–	0.03%	182
2017 Q1	$254K	Hold	3,130	–	–	0.03%	187
2016 Q4	$254K	Hold	3,130	–	–	0.04%	177
2016 Q3	$254K	Hold	3,130	–	–	0.04%	186
2016 Q2	$254K	Hold	3,130	–	–	0.04%	180
2016 Q1	$250K	Buy	+3,130	New	+$229K	0.04%	180

Other funds holding VRSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Sargent Bickham Lagudis's VRSK Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Verisk Analytics (VRSK) position steady in Q4 2022 at 100 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Sargent Bickham Lagudis first reported a position in VRSK in Q1 2016 and has held it in 28 quarters since. The position peaked at $437K in Q2 2019. 786 funds tracked by Wall St. Rank hold VRSK as of Q4 2022.

Sargent Bickham Lagudis held 100 shares of Verisk Analytics worth $17.6K as of Q4 2022.
Sargent Bickham Lagudis left its Verisk Analytics share count unchanged in Q4 2022.
Verisk Analytics made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #633 holding.
Sargent Bickham Lagudis first reported a position in Verisk Analytics in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Verisk Analytics position peaked at $437K in Q2 2019.
786 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.