Echo Street Capital Management’s Vertiv VRT Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-10,668	Closed	-$397K	–	413
2023 Q3	$397K	Buy	+10,668	New	+$352K	﹤0.01%	316
2023 Q2	–	Sell	-56,812	Closed	-$813K	–	611
2023 Q1	$813K	Buy	+56,812	New	+$834K	0.01%	152
2022 Q3	–	Sell	-129,275	Closed	-$1.06M	–	700
2022 Q2	$1.06M	Buy	+129,275	New	+$1.46M	0.01%	165
2022 Q1	–	Sell	-28,832	Closed	-$720K	–	754
2021 Q4	$720K	Buy	+28,832	New	+$721K	﹤0.01%	333

Other funds holding VRT

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

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Echo Street Capital Management's VRT Position: Q4 2023 in Review

Echo Street Capital Management sold out of Vertiv (VRT) in Q4 2023, closing a stake of 10,668 shares — an estimated $397K sold.

Echo Street Capital Management first reported a position in VRT in Q4 2021 and held it in 4 quarters. The position peaked at $1.06M in Q2 2022. 583 funds tracked by Wall St. Rank hold VRT as of Q4 2023.

Echo Street Capital Management reported no remaining Vertiv position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 10,668 Vertiv shares in Q4 2023, an estimated $397K.
Echo Street Capital Management first reported a position in Vertiv in Q4 2021 and held it in 4 quarters.
Echo Street Capital Management's Vertiv position peaked at $1.06M in Q2 2022.
583 funds tracked by Wall St. Rank held Vertiv as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.