Surevest’s Verisk Analytics VRSK Stock Holding History

Surevest’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
2022 Q3	–	Sell	-14	Closed	-$2K	–	597
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	439
2022 Q1	$3K	Hold	14	–	–	﹤0.01%	377
2021 Q4	$3K	Buy	+14	New	+$3.06K	﹤0.01%	382

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Surevest's VRSK Position: Q3 2022 in Review

Surevest sold out of Verisk Analytics (VRSK) in Q3 2022, closing a stake of 14 shares — an estimated $2K sold.

Surevest first reported a position in VRSK in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 773 funds tracked by Wall St. Rank hold VRSK as of Q3 2022.

Surevest reported no remaining Verisk Analytics position as of Q3 2022 after selling out during the quarter.
Surevest sold 14 Verisk Analytics shares in Q3 2022, an estimated $2K.
Surevest first reported a position in Verisk Analytics in Q4 2021 and held it in 3 quarters.
Surevest's Verisk Analytics position peaked at $3K in Q1 2022.
773 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2022.

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