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FORA Capital’s Vertiv VRT Stock Holding History

FORA Capital’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
-48,301
Closed -$4.81M – 609
2024
Q3 		$4.81M Sell
48,301
-68,830
-59% -$5.71M 0.57% 48
2024
Q2 		$10.1M Buy
117,131
+32,352
+38% +$2.95M 1.24% 5
2024
Q1 		$6.92M Sell
84,779
-28,341
-25% -$1.78M 0.57% 49
2023
Q4 		$5.43M Sell
113,120
-28,023
-20% -$1.19M 0.47% 65
2023
Q3 		$5.25M Buy
+141,143
New +$4.65M 0.46% 57
2021
Q1 		– Sell
-23,410
Closed -$437K – 1139
2020
Q4 		$437K Buy
+23,410
New +$431K 0.07% 315

Other funds holding VRT

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FORA Capital's VRT Position: Q4 2024 in Review

FORA Capital sold out of Vertiv (VRT) in Q4 2024, closing a stake of 48,301 shares — an estimated $4.81M sold.

FORA Capital first reported a position in VRT in Q4 2020 and held it in 6 quarters. The position peaked at $10.1M in Q2 2024. 1,203 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

  • FORA Capital reported no remaining Vertiv position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 48,301 Vertiv shares in Q4 2024, an estimated $4.81M.
  • FORA Capital first reported a position in Vertiv in Q4 2020 and held it in 6 quarters.
  • FORA Capital's Vertiv position peaked at $10.1M in Q2 2024.
  • 1,203 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

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