HCM
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HM Capital Management’s Vertiv VRT Stock Holding History

HM Capital Management’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
2022
Q3 		$100K Hold
10,245
– – 0.06% 56
2022
Q2 		$84K Hold
10,245
– – 0.05% 57
2022
Q1 		$143K Buy
+10,245
New +$182K 0.05% 59

Other funds holding VRT

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HM Capital Management's VRT Position: Q3 2022 in Review

HM Capital Management held its Vertiv (VRT) position steady in Q3 2022 at 10,245 shares worth $100K. The position accounts for 0.06% of the portfolio, ranked #56.

HM Capital Management first reported a position in VRT in Q1 2022 and has held it in 3 quarters since. The position peaked at $143K in Q1 2022. 254 funds tracked by Wall St. Rank hold VRT as of Q3 2022.

  • HM Capital Management held 10,245 shares of Vertiv worth $100K as of Q3 2022.
  • HM Capital Management left its Vertiv share count unchanged in Q3 2022.
  • Vertiv made up 0.06% of HM Capital Management's portfolio in Q3 2022, its #56 holding.
  • HM Capital Management first reported a position in Vertiv in Q1 2022 and has held it in 3 quarters since.
  • HM Capital Management's Vertiv position peaked at $143K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held Vertiv as of Q3 2022.

Based on HM Capital Management's 13F filing for Q3 2022, filed 7 Nov 2022.