HIIFS
VRT icon

Harel Insurance Investments & Financial Services’s Vertiv VRT Stock Holding History

Harel Insurance Investments & Financial Services’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
-9,428
Closed -$1.07M – 557
2024
Q4 		$1.07M Buy
9,428
+2,850
+43% +$338K 0.02% 132
2024
Q3 		$654K Buy
+6,578
New +$545K 0.01% 157

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Harel Insurance Investments & Financial Services's VRT Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of Vertiv (VRT) in Q1 2025, closing a stake of 9,428 shares — an estimated $1.07M sold.

Harel Insurance Investments & Financial Services first reported a position in VRT in Q3 2024 and held it in 2 quarters. The position peaked at $1.07M in Q4 2024. 1,148 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 9,428 Vertiv shares in Q1 2025, an estimated $1.07M.
  • Harel Insurance Investments & Financial Services first reported a position in Vertiv in Q3 2024 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Vertiv position peaked at $1.07M in Q4 2024.
  • 1,148 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.