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KCM
Kennedy Capital Management’s
Vertiv
VRT
Stock Holding History
Kennedy Capital Management’s Portfolio
VRT Stock Details
VRT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-42,518
Closed
-$3.47M
–
753
2024
Q1
$3.47M
Sell
42,518
-150,012
-78%
-$9.43M
0.07%
410
2023
Q4
$9.25M
Sell
192,530
-52,608
-21%
-$2.24M
0.2%
184
2023
Q3
$9.12M
Sell
245,138
-241,753
-50%
-$7.97M
0.22%
157
2023
Q2
$12.1M
Sell
486,891
-118,278
-20%
-$2.03M
0.28%
105
2023
Q1
$8.66M
Buy
605,169
+10,242
+2%
+$150K
0.25%
128
2022
Q4
$8.13M
Buy
594,927
+280,738
+89%
+$3.74M
0.23%
148
2022
Q3
$3.05M
Buy
314,189
+49,134
+19%
+$552K
0.09%
352
2022
Q2
$2.18M
Buy
265,055
+100,286
+61%
+$1.14M
0.06%
404
2022
Q1
$2.31M
Buy
+164,769
New
+$2.93M
0.05%
424
Other funds holding VRT
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$5.7T AUM
30.48%
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
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
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Dallas, Texas
$30.5B AUM
29.95%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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