CFM
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Coronation Fund Managers’s Vertiv VRT Stock Holding History

Coronation Fund Managers’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
Q2 		– Sell
-483,987
Closed -$6.93M – 191
2023
Q1 		$6.93M Sell
483,987
-138,088
-22% -$2.03M 0.18% 98
2022
Q4 		$8.5M Buy
+622,075
New +$8.29M 0.24% 87

Other funds holding VRT

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $2.3T AUM 54.33% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Coronation Fund Managers's VRT Position: Q2 2023 in Review

Coronation Fund Managers sold out of Vertiv (VRT) in Q2 2023, closing a stake of 483,987 shares — an estimated $6.93M sold.

Coronation Fund Managers first reported a position in VRT in Q4 2022 and held it in 2 quarters. The position peaked at $8.5M in Q4 2022. 352 funds tracked by Wall St. Rank hold VRT as of Q2 2023.

  • Coronation Fund Managers reported no remaining Vertiv position as of Q2 2023 after selling out during the quarter.
  • Coronation Fund Managers sold 483,987 Vertiv shares in Q2 2023, an estimated $6.93M.
  • Coronation Fund Managers first reported a position in Vertiv in Q4 2022 and held it in 2 quarters.
  • Coronation Fund Managers's Vertiv position peaked at $8.5M in Q4 2022.
  • 352 funds tracked by Wall St. Rank held Vertiv as of Q2 2023.

Based on Coronation Fund Managers's 13F filing for Q2 2023, filed 27 Jul 2023.