VIA
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Vident Investment Advisory’s Piper Sandler PIPR Stock Holding History

Vident Investment Advisory’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-71,140
Closed -$2.3M – 764
2023
Q2 		$2.3M Buy
71,140
+1,784
+3% +$58.9K 0.08% 282
2023
Q1 		$2.4M Buy
+69,356
New +$2.47M 0.08% 292
2022
Q4 		– Sell
-58,812
Closed -$1.48M – 1300
2022
Q3 		$1.48M Sell
58,812
-936
-2% -$27.3K 0.05% 461
2022
Q2 		$1.69M Buy
59,748
+4,560
+8% +$138K 0.05% 453
2022
Q1 		$1.81M Buy
+55,188
New +$2.03M 0.05% 497
2020
Q1 		– Sell
-70,584
Closed -$1.41M – 840
2019
Q4 		$1.41M Buy
+70,584
New +$1.37M 0.09% 346
2019
Q2 		– Sell
-48,216
Closed -$878K – 597
2019
Q1 		$878K Sell
48,216
-11,164
-19% -$198K 0.05% 439
2018
Q4 		$977K Sell
59,380
-8,280
-12% -$144K 0.05% 431
2018
Q3 		$1.29M Sell
67,660
-56,368
-45% -$1.08M 0.05% 411
2018
Q2 		$2.38M Buy
124,028
+1,860
+2% +$36.4K 0.09% 291
2018
Q1 		$2.52M Buy
+122,168
New +$2.7M 0.1% 282
2017
Q3 		– Sell
-131,632
Closed -$1.97M – 757
2017
Q2 		$1.97M Buy
131,632
+1,584
+1% +$23.9K 0.16% 245
2017
Q1 		$2.08M Buy
+130,048
New +$2.3M 0.21% 244
2015
Q4 		– Sell
-35,952
Closed -$325K – 722
2015
Q3 		$325K Buy
35,952
+10,092
+39% +$104K 0.05% 672
2015
Q2 		$282K Buy
25,860
+936
+4% +$11.7K 0.04% 696
2015
Q1 		$327K Buy
24,924
+3,724
+18% +$50.6K 0.07% 614
2014
Q4 		$308K Buy
+21,200
New +$291K 0.1% 459

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vident Investment Advisory's PIPR Position: Q3 2023 in Review

Vident Investment Advisory sold out of Piper Sandler (PIPR) in Q3 2023, closing a stake of 71,140 shares — an estimated $2.3M sold.

Vident Investment Advisory first reported a position in PIPR in Q4 2014 and held it in 17 quarters. The position peaked at $2.52M in Q1 2018. 240 funds tracked by Wall St. Rank hold PIPR as of Q3 2023.

  • Vident Investment Advisory reported no remaining Piper Sandler position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 71,140 Piper Sandler shares in Q3 2023, an estimated $2.3M.
  • Vident Investment Advisory first reported a position in Piper Sandler in Q4 2014 and held it in 17 quarters.
  • Vident Investment Advisory's Piper Sandler position peaked at $2.52M in Q1 2018.
  • 240 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.