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Institutional & Family Asset Management’s Vertiv VRT Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$7.71K Buy
89
+75
+536% +$6.83K ﹤0.01% 447
2024
Q1 		$1.14K Buy
+14
New +$880 ﹤0.01% 616

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional & Family Asset Management's VRT Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Vertiv (VRT) stake by 536% in Q2 2024, buying an estimated $6.83K and bringing the position to 89 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Institutional & Family Asset Management first reported a position in VRT in Q1 2024 and has held it in 2 quarters since. 906 funds tracked by Wall St. Rank hold VRT as of Q2 2024.

  • Institutional & Family Asset Management held 89 shares of Vertiv worth $7.71K as of Q2 2024.
  • Institutional & Family Asset Management bought 75 Vertiv shares in Q2 2024, an estimated $6.83K.
  • Vertiv made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #447 holding.
  • Institutional & Family Asset Management first reported a position in Vertiv in Q1 2024 and has held it in 2 quarters since.
  • 906 funds tracked by Wall St. Rank held Vertiv as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.