GI
VRT icon

Gradient Investments’s Vertiv VRT Stock Holding History

Gradient Investments’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
Q3 		– Sell
-1
Closed -$87 – 1269
2024
Q2 		$87 Hold
1
– – ﹤0.01% 1315
2024
Q1 		$82 Buy
+1
New +$63 ﹤0.01% 1144
2023
Q3 		– Sell
-17
Closed -$421 – 1916
2023
Q2 		$421 Buy
+17
New +$292 ﹤0.01% 1558
2022
Q2 		– Sell
-180
Closed -$3K – 1387
2022
Q1 		$3K Hold
180
– – ﹤0.01% 998
2021
Q4 		$4K Hold
180
– – ﹤0.01% 987
2021
Q3 		$4K Hold
180
– – ﹤0.01% 926
2021
Q2 		$5K Hold
180
– – ﹤0.01% 890
2021
Q1 		$4K Hold
180
– – ﹤0.01% 926
2020
Q4 		$3K Hold
180
– – ﹤0.01% 915
2020
Q3 		$3K Hold
180
– – ﹤0.01% 920
2020
Q2 		$2K Buy
+180
New +$2.1K ﹤0.01% 924

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gradient Investments's VRT Position: Q3 2024 in Review

Gradient Investments sold out of Vertiv (VRT) in Q3 2024, closing a stake of 1 share — an estimated $87 sold.

Gradient Investments first reported a position in VRT in Q2 2020 and held it in 11 quarters. The position peaked at $5K in Q2 2021. 1,023 funds tracked by Wall St. Rank hold VRT as of Q3 2024.

  • Gradient Investments reported no remaining Vertiv position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1 Vertiv share in Q3 2024, an estimated $87.
  • Gradient Investments first reported a position in Vertiv in Q2 2020 and held it in 11 quarters.
  • Gradient Investments's Vertiv position peaked at $5K in Q2 2021.
  • 1,023 funds tracked by Wall St. Rank held Vertiv as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.