Hyperion Capital Advisors’s Vertiv VRT Stock Holding History

Hyperion Capital Advisors’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
2023 Q4	–	Sell	-9,000	Closed	-$335K	–	67
2023 Q3	$335K	Hold	9,000	–	–	0.18%	40
2023 Q2	$223K	Buy	+9,000	New	+$155K	0.12%	57

Other funds holding VRT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Hyperion Capital Advisors's VRT Position: Q4 2023 in Review

Hyperion Capital Advisors sold out of Vertiv (VRT) in Q4 2023, closing a stake of 9,000 shares — an estimated $335K sold.

Hyperion Capital Advisors first reported a position in VRT in Q2 2023 and held it in 2 quarters. The position peaked at $335K in Q3 2023. 583 funds tracked by Wall St. Rank hold VRT as of Q4 2023.

Hyperion Capital Advisors reported no remaining Vertiv position as of Q4 2023 after selling out during the quarter.
Hyperion Capital Advisors sold 9,000 Vertiv shares in Q4 2023, an estimated $335K.
Hyperion Capital Advisors first reported a position in Vertiv in Q2 2023 and held it in 2 quarters.
Hyperion Capital Advisors's Vertiv position peaked at $335K in Q3 2023.
583 funds tracked by Wall St. Rank held Vertiv as of Q4 2023.

Based on Hyperion Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.