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 |
|