Daniel Sundheim’s Vertiv VRT Stock Holding History

Daniel Sundheim’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 Q4	–	Sell	-422,513	Closed	-$42M	–	48
2024 Q3	$42M	Buy	+422,513	New	+$35M	0.81%	30

Other funds holding VRT

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Daniel Sundheim's VRT Position: Q4 2024 in Review

Daniel Sundheim sold out of Vertiv (VRT) in Q4 2024, closing a stake of 422,513 shares — an estimated $42M sold.

Daniel Sundheim first reported a position in VRT in Q3 2024 and held it in 1 quarter. The position peaked at $42M in Q3 2024. 1,203 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

Daniel Sundheim reported no remaining Vertiv position as of Q4 2024 after selling out during the quarter.
Daniel Sundheim sold 422,513 Vertiv shares in Q4 2024, an estimated $42M.
Daniel Sundheim first reported a position in Vertiv in Q3 2024 and held it in 1 quarter.
Daniel Sundheim's Vertiv position peaked at $42M in Q3 2024.
1,203 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

Based on D1 Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.