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YHB Investment Advisors’s Verisk Analytics VRSK Stock Holding History

YHB Investment Advisors’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,378
Closed -$550K – 282
2023
Q3 		$550K Buy
2,378
+1,189
+100% +$280K 0.05% 183
2023
Q2 		$269K Buy
1,189
+82
+7% +$17.2K 0.03% 238
2023
Q1 		$212K Buy
+1,107
New +$200K 0.02% 272
2022
Q2 		– Sell
-957
Closed -$205K – 300
2022
Q1 		$205K Hold
957
– – 0.02% 295
2021
Q4 		$219K Buy
+957
New +$209K 0.02% 304
2021
Q1 		– Sell
-964
Closed -$200K – 300
2020
Q4 		$200K Buy
+964
New +$187K 0.02% 276

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

YHB Investment Advisors's VRSK Position: Q4 2023 in Review

YHB Investment Advisors sold out of Verisk Analytics (VRSK) in Q4 2023, closing a stake of 2,378 shares — an estimated $550K sold.

YHB Investment Advisors first reported a position in VRSK in Q4 2020 and held it in 6 quarters. The position peaked at $550K in Q3 2023. 902 funds tracked by Wall St. Rank hold VRSK as of Q4 2023.

  • YHB Investment Advisors reported no remaining Verisk Analytics position as of Q4 2023 after selling out during the quarter.
  • YHB Investment Advisors sold 2,378 Verisk Analytics shares in Q4 2023, an estimated $550K.
  • YHB Investment Advisors first reported a position in Verisk Analytics in Q4 2020 and held it in 6 quarters.
  • YHB Investment Advisors's Verisk Analytics position peaked at $550K in Q3 2023.
  • 902 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2023.

Based on YHB Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.