EWM
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Evercore Wealth Management’s Vertiv VRT Stock Holding History

Evercore Wealth 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
2022
Q1 		– Sell
-15,000
Closed -$375K – 447
2021
Q4 		$375K Hold
15,000
– – 0.01% 323
2021
Q3 		$361K Hold
15,000
– – 0.01% 334
2021
Q2 		$409K Hold
15,000
– – 0.01% 317
2021
Q1 		$300K Hold
15,000
– – 0.01% 363
2020
Q4 		$280K Buy
+15,000
New +$276K 0.01% 370

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Evercore Wealth Management's VRT Position: Q1 2022 in Review

Evercore Wealth Management sold out of Vertiv (VRT) in Q1 2022, closing a stake of 15,000 shares — an estimated $375K sold.

Evercore Wealth Management first reported a position in VRT in Q4 2020 and held it in 5 quarters. The position peaked at $409K in Q2 2021. 294 funds tracked by Wall St. Rank hold VRT as of Q1 2022.

  • Evercore Wealth Management reported no remaining Vertiv position as of Q1 2022 after selling out during the quarter.
  • Evercore Wealth Management sold 15,000 Vertiv shares in Q1 2022, an estimated $375K.
  • Evercore Wealth Management first reported a position in Vertiv in Q4 2020 and held it in 5 quarters.
  • Evercore Wealth Management's Vertiv position peaked at $409K in Q2 2021.
  • 294 funds tracked by Wall St. Rank held Vertiv as of Q1 2022.

Based on Evercore Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.