Churchill Management’s Vertiv VRT Stock Holding History

Churchill 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	-5,021	Closed	-$570K	–	167
2024 Q4	$570K	Sell	5,021 -310	-6%	-$36.8K	0.01%	147
2024 Q3	$530K	Sell	5,331 -434	-8%	-$36K	0.01%	142
2024 Q2	$499K	Buy	+5,765	New	+$525K	0.01%	145

Other funds holding VRT

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

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

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

Churchill Management's VRT Position: Q1 2025 in Review

Churchill Management sold out of Vertiv (VRT) in Q1 2025, closing a stake of 5,021 shares — an estimated $570K sold.

Churchill Management first reported a position in VRT in Q2 2024 and held it in 3 quarters. The position peaked at $570K in Q4 2024. 1,147 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

Churchill Management reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
Churchill Management sold 5,021 Vertiv shares in Q1 2025, an estimated $570K.
Churchill Management first reported a position in Vertiv in Q2 2024 and held it in 3 quarters.
Churchill Management's Vertiv position peaked at $570K in Q4 2024.
1,147 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Churchill Management's 13F filing for Q1 2025, filed 25 Apr 2025.