IBM Retirement Fund’s Vertiv VRT Stock Holding History

IBM Retirement Fund’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
2021 Q3	–	Sell	-8,025	Closed	-$219K	–	758
2021 Q2	$219K	Buy	+8,025	New	+$192K	0.02%	708

Other funds holding VRT

PEA

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

IBM Retirement Fund's VRT Position: Q3 2021 in Review

IBM Retirement Fund sold out of Vertiv (VRT) in Q3 2021, closing a stake of 8,025 shares — an estimated $219K sold.

IBM Retirement Fund first reported a position in VRT in Q2 2021 and held it in 1 quarter. The position peaked at $219K in Q2 2021. 292 funds tracked by Wall St. Rank hold VRT as of Q3 2021.

IBM Retirement Fund reported no remaining Vertiv position as of Q3 2021 after selling out during the quarter.
IBM Retirement Fund sold 8,025 Vertiv shares in Q3 2021, an estimated $219K.
IBM Retirement Fund first reported a position in Vertiv in Q2 2021 and held it in 1 quarter.
IBM Retirement Fund's Vertiv position peaked at $219K in Q2 2021.
292 funds tracked by Wall St. Rank held Vertiv as of Q3 2021.

Based on IBM Retirement Fund's 13F filing for Q3 2021, filed 5 Oct 2021.