Surevest’s Vivmark Residential VMRK Stock Holding History

Surevest’s Portfolio VMRK Stock Details VMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	446
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	481
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	456
2021 Q4	$1K	Buy	+13	New	+$1.12K	﹤0.01%	465

Other funds holding VMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Surevest's VMRK Position: Q3 2022 in Review

Surevest held its Vivmark Residential (VMRK) position steady in Q3 2022 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Surevest first reported a position in VMRK in Q4 2021 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold VMRK as of Q3 2022.

Surevest held 13 shares of Vivmark Residential worth $1K as of Q3 2022.
Surevest left its Vivmark Residential share count unchanged in Q3 2022.
Vivmark Residential made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #446 holding.
Surevest first reported a position in Vivmark Residential in Q4 2021 and has held it in 4 quarters since.
618 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.