Valeo Financial Advisors’s Andersons Inc ANDE Stock Holding History

Valeo Financial Advisors’s Portfolio ANDE Stock Details ANDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-500	Closed	-$14K	–	581
2021 Q1	$14K	Hold	500	–	–	﹤0.01%	1268
2020 Q4	$12K	Buy	500 +300	+150%	+$6.67K	﹤0.01%	1140
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	1284
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	1649
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	1333
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	1258
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	1224
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	1186
2019 Q1	$6K	Hold	200	–	–	﹤0.01%	1079
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	999
2018 Q3	$7K	Hold	200	–	–	﹤0.01%	1069
2018 Q2	$8K	Hold	200	–	–	﹤0.01%	990
2018 Q1	$7K	Hold	200	–	–	﹤0.01%	1012
2017 Q4	$6K	Buy	+200	New	+$6.67K	﹤0.01%	949

Other funds holding ANDE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Valeo Financial Advisors's ANDE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Andersons Inc (ANDE) in Q2 2021, closing a stake of 500 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in ANDE in Q4 2017 and held it in 14 quarters. The position peaked at $14K in Q1 2021. 149 funds tracked by Wall St. Rank hold ANDE as of Q2 2021.

Valeo Financial Advisors reported no remaining Andersons Inc position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 500 Andersons Inc shares in Q2 2021, an estimated $14K.
Valeo Financial Advisors first reported a position in Andersons Inc in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's Andersons Inc position peaked at $14K in Q1 2021.
149 funds tracked by Wall St. Rank held Andersons Inc as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.