VPIM
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Vanguard Personalized Indexing Management’s CVR Energy CVI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,147
Closed -$209K – 1584
2023
Q3 		$209K Buy
+6,147
New +$210K 0.01% 1285

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Personalized Indexing Management's CVI Position: Q4 2023 in Review

Vanguard Personalized Indexing Management sold out of CVR Energy (CVI) in Q4 2023, closing a stake of 6,147 shares — an estimated $209K sold.

Vanguard Personalized Indexing Management first reported a position in CVI in Q3 2023 and held it in 1 quarter. The position peaked at $209K in Q3 2023. 227 funds tracked by Wall St. Rank hold CVI as of Q4 2023.

  • Vanguard Personalized Indexing Management reported no remaining CVR Energy position as of Q4 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 6,147 CVR Energy shares in Q4 2023, an estimated $209K.
  • Vanguard Personalized Indexing Management first reported a position in CVR Energy in Q3 2023 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's CVR Energy position peaked at $209K in Q3 2023.
  • 227 funds tracked by Wall St. Rank held CVR Energy as of Q4 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2023, filed 8 Feb 2024.