Aigen Investment Management’s Vertiv VRT Stock Holding History

Aigen Investment Management’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,226	Closed	-$1.16M	–	1060
2024 Q4	$1.16M	Buy	+10,226	New	+$1.21M	0.2%	149
2024 Q3	–	Sell	-2,545	Closed	-$220K	–	1041
2024 Q2	$220K	Sell	2,545 -19,921	-89%	-$1.81M	0.04%	598
2024 Q1	$1.83M	Buy	22,466 +13,019	+138%	+$818K	0.4%	58
2023 Q4	$454K	Buy	+9,447	New	+$402K	0.08%	359
2023 Q3	–	Sell	-70,922	Closed	-$1.76M	–	1104
2023 Q2	$1.76M	Buy	70,922 +17,061	+32%	+$293K	0.26%	105
2023 Q1	$771K	Buy	+53,861	New	+$791K	0.11%	227
2022 Q1	–	Sell	-9,323	Closed	-$232K	–	1122
2021 Q4	$232K	Buy	+9,323	New	+$233K	0.01%	890
2021 Q1	–	Sell	-27,656	Closed	-$516K	–	909
2020 Q4	$516K	Buy	27,656 +15,421	+126%	+$284K	0.07%	385
2020 Q3	$212K	Buy	+12,235	New	+$192K	0.03%	631

Other funds holding VRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Aigen Investment Management's VRT Position: Q1 2025 in Review

Aigen Investment Management sold out of Vertiv (VRT) in Q1 2025, closing a stake of 10,226 shares — an estimated $1.16M sold.

Aigen Investment Management first reported a position in VRT in Q3 2020 and held it in 9 quarters. The position peaked at $1.83M in Q1 2024. 1,149 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

Aigen Investment Management reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
Aigen Investment Management sold 10,226 Vertiv shares in Q1 2025, an estimated $1.16M.
Aigen Investment Management first reported a position in Vertiv in Q3 2020 and held it in 9 quarters.
Aigen Investment Management's Vertiv position peaked at $1.83M in Q1 2024.
1,149 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Aigen Investment Management's 13F filing for Q1 2025, filed 12 May 2025.