Triple Frond Partners’s Verisk Analytics VRSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-104,718	Closed	-$13.9M	–	10
2019 Q1	$13.9M	Sell	104,718 -267,767	-72%	-$35.6M	1.61%	9
2018 Q4	$40.6M	Sell	372,485 -15,142	-4%	-$1.65M	4.97%	9
2018 Q3	$46.7M	Hold	387,627	–	–	4.86%	9
2018 Q2	$41.7M	Buy	+387,627	New	+$41.7M	4.4%	9