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GYL Financial Synergies’s Vertiv VRT Stock Holding History

GYL Financial Synergies’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 		$1.97M Sell
19,844
-67
-0.3% -$5.55K 0.15% 132
2024
Q2 		$1.72M Buy
19,911
+17,181
+629% +$1.56M 0.13% 136
2024
Q1 		$223K Buy
+2,730
New +$172K 0.02% 347

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

GYL Financial Synergies's VRT Position: Q3 2024 in Review

GYL Financial Synergies reduced its Vertiv (VRT) stake by 0.34% in Q3 2024, selling an estimated $5.55K and leaving 19,844 shares worth $1.97M. The position accounts for 0.15% of the portfolio, ranked #132.

GYL Financial Synergies first reported a position in VRT in Q1 2024 and has held it in 3 quarters since. 1,023 funds tracked by Wall St. Rank hold VRT as of Q3 2024.

  • GYL Financial Synergies held 19,844 shares of Vertiv worth $1.97M as of Q3 2024.
  • GYL Financial Synergies sold 67 Vertiv shares in Q3 2024, an estimated $5.55K.
  • Vertiv made up 0.15% of GYL Financial Synergies's portfolio in Q3 2024, its #132 holding.
  • GYL Financial Synergies first reported a position in Vertiv in Q1 2024 and has held it in 3 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Vertiv as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.