Kerrisdale Advisers’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-711,775
Closed -$14.2M 60
2021
Q1
$14.2M Sell
711,775
-118,734
-14% -$2.37M 1.09% 31
2020
Q4
$15.5M Buy
830,509
+356,109
+75% +$6.65M 1.2% 32
2020
Q3
$8.22M Buy
474,400
+124,400
+36% +$2.15M 0.62% 42
2020
Q2
$4.75M Buy
+350,000
New +$4.75M 0.53% 38