Cutter & Co Brokerage’s Vertiv VRT Stock Holding History

Cutter & Co Brokerage’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
2022 Q4	–	Sell	-13,350	Closed	-$130K	–	235
2022 Q3	$130K	Buy	13,350 +1,500	+13%	+$16.9K	0.05%	203
2022 Q2	$97K	Buy	+11,850	New	+$134K	0.03%	213

Other funds holding VRT

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cutter & Co Brokerage's VRT Position: Q4 2022 in Review

Cutter & Co Brokerage sold out of Vertiv (VRT) in Q4 2022, closing a stake of 13,350 shares — an estimated $130K sold.

Cutter & Co Brokerage first reported a position in VRT in Q2 2022 and held it in 2 quarters. The position peaked at $130K in Q3 2022. 286 funds tracked by Wall St. Rank hold VRT as of Q4 2022.

Cutter & Co Brokerage reported no remaining Vertiv position as of Q4 2022 after selling out during the quarter.
Cutter & Co Brokerage sold 13,350 Vertiv shares in Q4 2022, an estimated $130K.
Cutter & Co Brokerage first reported a position in Vertiv in Q2 2022 and held it in 2 quarters.
Cutter & Co Brokerage's Vertiv position peaked at $130K in Q3 2022.
286 funds tracked by Wall St. Rank held Vertiv as of Q4 2022.

Based on Cutter & Co Brokerage's 13F filing for Q4 2022, filed 3 Feb 2023.