Squar Milner Financial Services’s Verisk Analytics VRSK Stock Holding History

Squar Milner Financial Services’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
2020 Q1	–	Sell	-1,360	Closed	-$213K	–	875
2019 Q4	$203K	Buy	+1,360	New	+$202K	0.1%	199
2019 Q3	–	Sell	-1,360	Closed	-$199K	–	705
2019 Q2	$199K	Hold	1,360	–	–	0.13%	167
2019 Q1	$180K	Hold	1,360	–	–	0.13%	177
2018 Q4	$148K	Hold	1,360	–	–	0.14%	169
2018 Q3	$164K	Hold	1,360	–	–	0.15%	184
2018 Q2	$146K	Buy	+1,360	New	+$145K	0.13%	201

Other funds holding VRSK

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Squar Milner Financial Services's VRSK Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Verisk Analytics (VRSK) in Q1 2020, closing a stake of 1,360 shares — an estimated $213K sold.

Squar Milner Financial Services first reported a position in VRSK in Q2 2018 and held it in 6 quarters. The position peaked at $203K in Q4 2019. 648 funds tracked by Wall St. Rank hold VRSK as of Q1 2020.

Squar Milner Financial Services reported no remaining Verisk Analytics position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,360 Verisk Analytics shares in Q1 2020, an estimated $213K.
Squar Milner Financial Services first reported a position in Verisk Analytics in Q2 2018 and held it in 6 quarters.
Squar Milner Financial Services's Verisk Analytics position peaked at $203K in Q4 2019.
648 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.