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Industrial Alliance Investment Management’s Vertiv VRT Stock Holding History

Industrial Alliance Investment 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
2023
Q1 		– Sell
-9,500
Closed -$130K – 579
2022
Q4 		$130K Hold
9,500
– – ﹤0.01% 366
2022
Q3 		$92K Hold
9,500
– – ﹤0.01% 370
2022
Q2 		$78K Sell
9,500
-661
-7% -$7.48K ﹤0.01% 364
2022
Q1 		$142K Hold
10,161
– – ﹤0.01% 386
2021
Q4 		$254K Buy
+10,161
New +$254K 0.01% 351

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Industrial Alliance Investment Management's VRT Position: Q1 2023 in Review

Industrial Alliance Investment Management sold out of Vertiv (VRT) in Q1 2023, closing a stake of 9,500 shares — an estimated $130K sold.

Industrial Alliance Investment Management first reported a position in VRT in Q4 2021 and held it in 5 quarters. The position peaked at $254K in Q4 2021. 297 funds tracked by Wall St. Rank hold VRT as of Q1 2023.

  • Industrial Alliance Investment Management reported no remaining Vertiv position as of Q1 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 9,500 Vertiv shares in Q1 2023, an estimated $130K.
  • Industrial Alliance Investment Management first reported a position in Vertiv in Q4 2021 and held it in 5 quarters.
  • Industrial Alliance Investment Management's Vertiv position peaked at $254K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Vertiv as of Q1 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q1 2023, filed 11 May 2023.