JGIA
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Jackson Grant Investment Advisers’s Vertiv VRT Stock Holding History

Jackson Grant Investment Advisers’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
Q2 		– Sell
-63
Closed -$902 – 471
2023
Q1 		$902 Buy
+63
New +$925 ﹤0.01% 454

Other funds holding VRT

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $2.3T AUM 54.33% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Jackson Grant Investment Advisers's VRT Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Vertiv (VRT) in Q2 2023, closing a stake of 63 shares — an estimated $902 sold.

Jackson Grant Investment Advisers first reported a position in VRT in Q1 2023 and held it in 1 quarter. The position peaked at $902 in Q1 2023. 352 funds tracked by Wall St. Rank hold VRT as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Vertiv position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 63 Vertiv shares in Q2 2023, an estimated $902.
  • Jackson Grant Investment Advisers first reported a position in Vertiv in Q1 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Vertiv position peaked at $902 in Q1 2023.
  • 352 funds tracked by Wall St. Rank held Vertiv as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.