KWILP
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Kiwi Wealth Investments Limited Partnership’s Vertiv VRT Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021
Q4 		– Sell
-59,848
Closed -$1.44M – 288
2021
Q3 		$1.44M Hold
59,848
– – 0.07% 191
2021
Q2 		$1.63M Buy
+59,848
New +$1.43M 0.08% 174

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's VRT Position: Q4 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Vertiv (VRT) in Q4 2021, closing a stake of 59,848 shares — an estimated $1.44M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in VRT in Q2 2021 and held it in 2 quarters. The position peaked at $1.63M in Q2 2021. 306 funds tracked by Wall St. Rank hold VRT as of Q4 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Vertiv position as of Q4 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 59,848 Vertiv shares in Q4 2021, an estimated $1.44M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Vertiv in Q2 2021 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's Vertiv position peaked at $1.63M in Q2 2021.
  • 306 funds tracked by Wall St. Rank held Vertiv as of Q4 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2021, filed 15 Feb 2022.