Number of Shares
115,374.00
Current Holdings Value*
$4.04 Mil
% of Portfolio
0.19%
Total Estimate Gain
$-1.22 Mil
% of Total Estimate Gain
-23.16%

NORTH STAR ASSET MANAGEMENT INC's Vertex Inc Holding Summary

As of 2025-03-31, NORTH STAR ASSET MANAGEMENT INC held 115,374.00 shares of Vertex Inc(VERX), totaling $4.04 Mil. This investment constitutes 0.19% of their stock portfolio, and NORTH STAR ASSET MANAGEMENT INC now holds 0.07% of the outstanding Vertex Inc(VERX) stock.

The initial trade took place in 2025Q1. And since then NORTH STAR ASSET MANAGEMENT INC has made 1 purchases of VERX, at an average price of $45.68, for a total of 115,374.00 shares. Based on historical transaction data and VERX's current price of $35.10, NORTH STAR ASSET MANAGEMENT INC's estimated gain on his VERX holdings is $-1.22 Mil, reflecting a -23.16% gain to date.

NORTH STAR ASSET MANAGEMENT INC VERX ($35.10) Holding Chart

NORTH STAR ASSET MANAGEMENT INC VERX ($35.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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