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Convergence Investment Partners’s Vertiv VRT Stock Holding History

Convergence Investment 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
2025
Q1 		– Sell
-14,630
Closed -$1.66M – 310
2024
Q4 		$1.66M Buy
14,630
+7,480
+105% +$888K 0.37% 93
2024
Q3 		$711K Sell
7,150
-3,367
-32% -$279K 0.19% 154
2024
Q2 		$910K Buy
10,517
+5,473
+109% +$498K 0.27% 120
2024
Q1 		$412K Sell
5,044
-2,857
-36% -$180K 0.16% 151
2023
Q4 		$379K Buy
7,901
+2,130
+37% +$90.7K 0.2% 111
2023
Q3 		$215K Buy
+5,771
New +$190K 0.13% 144

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Convergence Investment Partners's VRT Position: Q1 2025 in Review

Convergence Investment Partners sold out of Vertiv (VRT) in Q1 2025, closing a stake of 14,630 shares — an estimated $1.66M sold.

Convergence Investment Partners first reported a position in VRT in Q3 2023 and held it in 6 quarters. The position peaked at $1.66M in Q4 2024. 1,145 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

  • Convergence Investment Partners reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 14,630 Vertiv shares in Q1 2025, an estimated $1.66M.
  • Convergence Investment Partners first reported a position in Vertiv in Q3 2023 and held it in 6 quarters.
  • Convergence Investment Partners's Vertiv position peaked at $1.66M in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.