SFFS
Stonehage Fleming Financial Services’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198M | Sell |
634,062
-252
| -0% | -$78.5K | 5.73% | 7 |
|
|
2025
Q1 | $189M | Sell |
634,314
-8,050
| -1% | -$2.4M | 6.63% | 4 |
|
|
2024
Q4 | $177M | Sell |
642,364
-15,466
| -2% | -$4.26M | 4.95% | 7 |
|
|
2024
Q3 | $176M | Sell |
657,830
-7,181
| -1% | -$1.92M | 4.66% | 8 |
|
|
2024
Q2 | $179M | Buy |
665,011
+159,455
| +32% | +$43M | 4.79% | 9 |
|
|
2024
Q1 | $96.7M | Sell |
505,556
-152,933
| -23% | -$29.3M | 6.19% | 9 |
|
|
2023
Q4 | $157M | Buy |
658,489
+508,071
| +338% | +$121M | 4.6% | 9 |
|
|
2023
Q3 | $35.7M | Sell |
150,418
-346,350
| -70% | -$82.3M | 3.17% | 9 |
|
|
2023
Q2 | $112M | Sell |
496,768
-8,788
| -2% | -$1.97M | 4.08% | 11 |
|
|
2023
Q1 | $96.7M | Buy |
505,556
+4,432
| +0.9% | +$848K | 6.19% | 9 |
|
|
2022
Q4 | $88.5M | Sell |
501,124
-3,442
| -0.7% | -$608K | 6.71% | 8 |
|
|
2022
Q3 | $86.1M | Sell |
504,566
-10,825
| -2% | -$1.85M | 6.63% | 8 |
|
|
2022
Q2 | $89.1M | Buy |
515,391
+2,438
| +0.5% | +$422K | 3.56% | 12 |
|
|
2022
Q1 | $110M | Buy |
512,953
+12,855
| +3% | +$2.76M | 3.41% | 13 |
|
|
2021
Q4 | $114M | Buy |
500,098
+45,571
| +10% | +$10.4M | 3.13% | 15 |
|
|
2021
Q3 | $91.1M | Buy |
454,527
+50,404
| +12% | +$10.1M | 2.68% | 18 |
|
|
2021
Q2 | $70.6M | Buy |
404,123
+2,235
| +0.6% | +$390K | 2.06% | 20 |
|
|
2021
Q1 | $71M | Buy |
401,888
+114,986
| +40% | +$20.3M | 2.37% | 18 |
|
|
2020
Q4 | $59.5M | Buy |
+286,902
| New | +$59.5M | 2.01% | 21 |
|