Carmichael Hill & Associates’s Vertiv VRT Stock Holding History

Carmichael Hill & Associates’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
2024 Q3	$1.49K	Hold	15	–	–	﹤0.01%	718
2024 Q2	$1.3K	Buy	+15	New	+$1.37K	﹤0.01%	718

Other funds holding VRT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carmichael Hill & Associates's VRT Position: Q3 2024 in Review

Carmichael Hill & Associates held its Vertiv (VRT) position steady in Q3 2024 at 15 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Carmichael Hill & Associates first reported a position in VRT in Q2 2024 and has held it in 2 quarters since. 1,021 funds tracked by Wall St. Rank hold VRT as of Q3 2024.

Carmichael Hill & Associates held 15 shares of Vertiv worth $1.49K as of Q3 2024.
Carmichael Hill & Associates left its Vertiv share count unchanged in Q3 2024.
Vertiv made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #718 holding.
Carmichael Hill & Associates first reported a position in Vertiv in Q2 2024 and has held it in 2 quarters since.
1,021 funds tracked by Wall St. Rank held Vertiv as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.