Westwood Management Corporation’s Vicor VICR Stock Holding History

Westwood Management Corporation’s Portfolio VICR Stock Details VICR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,500	Closed	-$677K	–	52
2023 Q3	$677K	Sell	11,500 -16,000	-58%	-$1.06M	0.1%	32
2023 Q2	$1.49M	Sell	27,500 -900	-3%	-$44.4K	0.19%	26
2023 Q1	$1.33M	Sell	28,400 -1,500	-5%	-$83.2K	0.17%	30
2022 Q4	$1.61M	Hold	29,900	–	–	0.22%	28
2022 Q3	$1.77M	Hold	29,900	–	–	0.23%	26
2022 Q2	$1.64M	Sell	29,900 -2,900	-9%	-$180K	0.21%	27
2022 Q1	$2.31M	Sell	32,800 -7,500	-19%	-$674K	0.22%	29
2021 Q4	$5.12M	Buy	+40,300	New	+$5.71M	0.39%	25

Other funds holding VICR

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 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

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

Westwood Management Corporation's VICR Position: Q4 2023 in Review

Westwood Management Corporation sold out of Vicor (VICR) in Q4 2023, closing a stake of 11,500 shares — an estimated $677K sold.

Westwood Management Corporation first reported a position in VICR in Q4 2021 and held it in 8 quarters. The position peaked at $5.12M in Q4 2021. 201 funds tracked by Wall St. Rank hold VICR as of Q4 2023.

Westwood Management Corporation reported no remaining Vicor position as of Q4 2023 after selling out during the quarter.
Westwood Management Corporation sold 11,500 Vicor shares in Q4 2023, an estimated $677K.
Westwood Management Corporation first reported a position in Vicor in Q4 2021 and held it in 8 quarters.
Westwood Management Corporation's Vicor position peaked at $5.12M in Q4 2021.
201 funds tracked by Wall St. Rank held Vicor as of Q4 2023.

Based on Westwood Management Corporation's 13F filing for Q4 2023, filed 29 Jan 2024.