TIM
VWE

Tortoise Investment Management’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Tortoise Investment Management’s Portfolio VWE Stock Details VWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-200
Closed -$2K – 707
2021
Q4 		$2K Buy
+200
New +$2.11K ﹤0.01% 625

Other funds holding VWE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
CC
Caspian Capital New York $103M AUM
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Tortoise Investment Management's VWE Position: Q1 2022 in Review

Tortoise Investment Management sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q1 2022, closing a stake of 200 shares — an estimated $2K sold.

Tortoise Investment Management first reported a position in VWE in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 72 funds tracked by Wall St. Rank hold VWE as of Q1 2022.

  • Tortoise Investment Management reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Tortoise Investment Management sold 200 Vintage Wine Estates, Inc. Common Stock shares in Q1 2022, an estimated $2K.
  • Tortoise Investment Management first reported a position in Vintage Wine Estates, Inc. Common Stock in Q4 2021 and held it in 1 quarter.
  • Tortoise Investment Management's Vintage Wine Estates, Inc. Common Stock position peaked at $2K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q1 2022.

Based on Tortoise Investment Management's 13F filing for Q1 2022, filed 6 May 2022.