First Bankers Trust’s Vertiv VRT Stock Holding History

First Bankers Trust’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
2025 Q1	–	Sell	-4,449	Closed	-$505K	–	142
2024 Q4	$505K	Sell	4,449 -75	-2%	-$8.9K	0.2%	96
2024 Q3	$450K	Buy	+4,524	New	+$375K	0.17%	98

Other funds holding VRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

First Bankers Trust's VRT Position: Q1 2025 in Review

First Bankers Trust sold out of Vertiv (VRT) in Q1 2025, closing a stake of 4,449 shares — an estimated $505K sold.

First Bankers Trust first reported a position in VRT in Q3 2024 and held it in 2 quarters. The position peaked at $505K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

First Bankers Trust reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
First Bankers Trust sold 4,449 Vertiv shares in Q1 2025, an estimated $505K.
First Bankers Trust first reported a position in Vertiv in Q3 2024 and held it in 2 quarters.
First Bankers Trust's Vertiv position peaked at $505K in Q4 2024.
1,145 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on First Bankers Trust's 13F filing for Q1 2025, filed 7 Apr 2025.