Carmel Capital Partners’s Vertiv VRT Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-100	Closed	-$3.72K	–	685
2023 Q3	$3.72K	Buy	+100	New	+$3.3K	﹤0.01%	580

Other funds holding VRT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Carmel Capital Partners's VRT Position: Q4 2023 in Review

Carmel Capital Partners sold out of Vertiv (VRT) in Q4 2023, closing a stake of 100 shares — an estimated $3.72K sold.

Carmel Capital Partners first reported a position in VRT in Q3 2023 and held it in 1 quarter. The position peaked at $3.72K in Q3 2023. 583 funds tracked by Wall St. Rank hold VRT as of Q4 2023.

Carmel Capital Partners reported no remaining Vertiv position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 100 Vertiv shares in Q4 2023, an estimated $3.72K.
Carmel Capital Partners first reported a position in Vertiv in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Vertiv position peaked at $3.72K in Q3 2023.
583 funds tracked by Wall St. Rank held Vertiv as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.