Select Equity Group
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Select Equity Group’s i3 Verticals IIIV Stock Holding History

Select Equity Group’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-65,730
Closed -$1.45M – 161
2024
Q2 		$1.45M Buy
65,730
+1,147
+2% +$24.2K 0.01% 142
2024
Q1 		$1.48M Buy
64,583
+7,691
+14% +$160K 0.01% 137
2023
Q4 		$1.2M Sell
56,892
-13,818
-20% -$277K ﹤0.01% 149
2023
Q3 		$1.49M Buy
70,710
+9,152
+15% +$212K 0.01% 151
2023
Q2 		$1.41M Buy
61,558
+16,887
+38% +$394K 0.01% 148
2023
Q1 		$1.1M Buy
44,671
+7,717
+21% +$202K ﹤0.01% 147
2022
Q4 		$899K Buy
+36,954
New +$834K ﹤0.01% 166

Other funds holding IIIV

GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Select Equity Group's IIIV Position: Q3 2024 in Review

Select Equity Group sold out of i3 Verticals (IIIV) in Q3 2024, closing a stake of 65,730 shares — an estimated $1.45M sold.

Select Equity Group first reported a position in IIIV in Q4 2022 and held it in 7 quarters. The position peaked at $1.49M in Q3 2023. 137 funds tracked by Wall St. Rank hold IIIV as of Q3 2024.

  • Select Equity Group reported no remaining i3 Verticals position as of Q3 2024 after selling out during the quarter.
  • Select Equity Group sold 65,730 i3 Verticals shares in Q3 2024, an estimated $1.45M.
  • Select Equity Group first reported a position in i3 Verticals in Q4 2022 and held it in 7 quarters.
  • Select Equity Group's i3 Verticals position peaked at $1.49M in Q3 2023.
  • 137 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2024.

Based on Select Equity Group's 13F filing for Q3 2024, filed 14 Nov 2024.