WIL
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Winifred I. Li’s NCR Voyix VYX Stock Holding History

Winifred I. Li’s Portfolio VYX Stock Details VYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,842
Closed -$45K – 404
2013
Q3 		$45K Sell
1,842
-2,396
-57% -$53.6K 0.04% 280
2013
Q2 		$86K Buy
+4,238
New +$78.6K 0.08% 199

Other funds holding VYX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winifred I. Li's VYX Position: Q4 2013 in Review

Winifred I. Li sold out of NCR Voyix (VYX) in Q4 2013, closing a stake of 1,842 shares — an estimated $45K sold.

Winifred I. Li first reported a position in VYX in Q2 2013 and held it in 2 quarters. The position peaked at $86K in Q2 2013. 359 funds tracked by Wall St. Rank hold VYX as of Q4 2013.

  • Winifred I. Li reported no remaining NCR Voyix position as of Q4 2013 after selling out during the quarter.
  • Winifred I. Li sold 1,842 NCR Voyix shares in Q4 2013, an estimated $45K.
  • Winifred I. Li first reported a position in NCR Voyix in Q2 2013 and held it in 2 quarters.
  • Winifred I. Li's NCR Voyix position peaked at $86K in Q2 2013.
  • 359 funds tracked by Wall St. Rank held NCR Voyix as of Q4 2013.

Based on Winifred I. Li's 13F filing for Q4 2013, filed 6 Feb 2014.