Question 1

How many shares of VLO does VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. own?

Accepted Answer

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. previously held 0 shares of VLO (VALERO ENERGY CORP) before exiting the position in 2023-Q4.

Question 2

What is VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s VLO position worth?

Accepted Answer

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s VLO position was last reported at $0 in 2023-Q4 before the exit.

Question 3

Is VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. buying or selling VLO?

Accepted Answer

In 2023-Q4, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. exited their VLO position entirely (-100.0% change in shares).

Question 4

When did VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. first buy VLO?

Accepted Answer

Based on available 13F filings, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. first reported a position in VLO in 2019-Q1. They have held the position across 18 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$121.72	0
2023-Q3	Increased	17,745	+3.9%	$2.5M	0.0%	$131.62	27
2023-Q2	Increased	17,082	+27.8%	$2M	0.0%	$107.45	32
2023-Q1	Increased	13,371	+6.3%	$1.9M	0.0%	$125.10	27
2022-Q4	New	12,584	-	$1.6M	0.0%	$114.98	35
2022-Q1	Exited	0	-100.0%	$0	0.0%	$88.95	0
2021-Q4	Increased	148,014	+0.2%	$11.1M	0.3%	$65.00	33
2021-Q3	Increased	147,669	+4.3%	$10.4M	0.4%	$60.75	35
2021-Q2	Decreased	141,592	-8.0%	$11.1M	0.4%	$65.52	0
2021-Q1	Decreased	153,858	-0.2%	$11M	0.5%	$60.37	0
2020-Q4	Decreased	154,140	-17.6%	$8.7M	0.5%	$46.98	0
2020-Q3	Increased	187,084	+18.1%	$8.1M	0.6%	$35.33	45
2020-Q2	Decreased	158,344	-17.2%	$9.3M	0.7%	$45.54	0
2020-Q1	Increased	191,319	+46.1%	$8.7M	0.7%	$37.15	53
2019-Q4	Decreased	130,914	-15.8%	$12.3M	0.8%	$72.27	0
2019-Q3	Increased	155,460	+5.9%	$13.3M	1.1%	$65.11	47
2019-Q2	Increased	146,782	+24.4%	$12.6M	1.1%	$65.29	54
2019-Q1	New	117,979	-	$10M	0.9%	$63.98	54

VLO18 quarters

VLO
18 quarters