FC
VRT icon

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return