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Stonegate Investment Group’s Verisk Analytics VRSK Stock Holding History

Stonegate Investment Group’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
2023
Q4 		– Sell
-4,917
Closed -$1.16M – 355
2023
Q3 		$1.16M Sell
4,917
-94
-2% -$22.2K 0.04% 144
2023
Q2 		$1.13M Hold
5,011
– – 0.04% 152
2023
Q1 		$961K Buy
5,011
+923
+23% +$167K 0.04% 163
2022
Q4 		$721K Sell
4,088
-3,759
-48% -$661K 0.03% 175
2022
Q3 		$1.34M Sell
7,847
-154
-2% -$28.8K 0.06% 123
2022
Q2 		$1.39M Buy
8,001
+339
+4% +$63.2K 0.06% 125
2022
Q1 		$1.64M Buy
7,662
+198
+3% +$39K 0.05% 108
2021
Q4 		$1.71M Buy
+7,464
New +$1.63M 0.07% 109

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Stonegate Investment Group's VRSK Position: Q4 2023 in Review

Stonegate Investment Group sold out of Verisk Analytics (VRSK) in Q4 2023, closing a stake of 4,917 shares — an estimated $1.16M sold.

Stonegate Investment Group first reported a position in VRSK in Q4 2021 and held it in 8 quarters. The position peaked at $1.71M in Q4 2021. 902 funds tracked by Wall St. Rank hold VRSK as of Q4 2023.

  • Stonegate Investment Group reported no remaining Verisk Analytics position as of Q4 2023 after selling out during the quarter.
  • Stonegate Investment Group sold 4,917 Verisk Analytics shares in Q4 2023, an estimated $1.16M.
  • Stonegate Investment Group first reported a position in Verisk Analytics in Q4 2021 and held it in 8 quarters.
  • Stonegate Investment Group's Verisk Analytics position peaked at $1.71M in Q4 2021.
  • 902 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2023.

Based on Stonegate Investment Group's 13F filing for Q4 2023, filed 23 Jan 2024.