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Stone House Investment Management’s NCR Voyix VYX Stock Holding History

Stone House Investment Management’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-122
Closed -$2.02K – 372
2023
Q3 		$2.02K Buy
+122
New +$2.08K ﹤0.01% 261

Other funds holding VYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Stone House Investment Management's VYX Position: Q4 2023 in Review

Stone House Investment Management sold out of NCR Voyix (VYX) in Q4 2023, closing a stake of 122 shares — an estimated $2.02K sold.

Stone House Investment Management first reported a position in VYX in Q3 2023 and held it in 1 quarter. The position peaked at $2.02K in Q3 2023. 363 funds tracked by Wall St. Rank hold VYX as of Q4 2023.

  • Stone House Investment Management reported no remaining NCR Voyix position as of Q4 2023 after selling out during the quarter.
  • Stone House Investment Management sold 122 NCR Voyix shares in Q4 2023, an estimated $2.02K.
  • Stone House Investment Management first reported a position in NCR Voyix in Q3 2023 and held it in 1 quarter.
  • Stone House Investment Management's NCR Voyix position peaked at $2.02K in Q3 2023.
  • 363 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2023.

Based on Stone House Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.