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Berman Capital Advisors’s Vertiv VRT Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$3K Buy
151
+133
+739% +$3.54K ﹤0.01% 1627
2021
Q2 		$0 Hold
18
– – ﹤0.01% 2061
2021
Q1 		$0 Hold
18
– – ﹤0.01% 1928
2020
Q4 		$0 Buy
+18
New +$331 ﹤0.01% 1842

Other funds holding VRT

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berman Capital Advisors's VRT Position: Q3 2021 in Review

Berman Capital Advisors increased its Vertiv (VRT) stake by 739% in Q3 2021, buying an estimated $3.54K and bringing the position to 151 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Berman Capital Advisors first reported a position in VRT in Q4 2020 and has held it in 4 quarters since. 292 funds tracked by Wall St. Rank hold VRT as of Q3 2021.

  • Berman Capital Advisors held 151 shares of Vertiv worth $3K as of Q3 2021.
  • Berman Capital Advisors bought 133 Vertiv shares in Q3 2021, an estimated $3.54K.
  • Vertiv made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1627 holding.
  • Berman Capital Advisors first reported a position in Vertiv in Q4 2020 and has held it in 4 quarters since.
  • 292 funds tracked by Wall St. Rank held Vertiv as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.