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Howe & Rusling’s Vertiv VRT Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-409
Closed -$4K – 1028
2022
Q3 		$4K Buy
409
+153
+60% +$1.72K ﹤0.01% 750
2022
Q2 		$2K Sell
256
-66
-20% -$747 ﹤0.01% 904
2022
Q1 		$5K Sell
322
-17
-5% -$302 ﹤0.01% 674
2021
Q4 		$8K Hold
339
– – ﹤0.01% 580
2021
Q3 		$8K Hold
339
– – ﹤0.01% 551
2021
Q2 		$9K Sell
339
-112
-25% -$2.68K ﹤0.01% 521
2021
Q1 		$9K Buy
451
+52
+13% +$1.05K ﹤0.01% 517
2020
Q4 		$7K Buy
399
+19
+5% +$350 ﹤0.01% 547
2020
Q3 		$7K Buy
380
+146
+62% +$2.29K ﹤0.01% 507
2020
Q2 		$3K Buy
+234
New +$2.73K ﹤0.01% 640

Other funds holding VRT

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return