Kula Investments’s Vertiv VRT Stock Holding History

Kula Investments’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 Q1	$880K	Buy	61,464 +32,516	+112%	+$477K	0.22%	162
2022 Q4	$395K	Buy	+28,948	New	+$386K	0.12%	291

Other funds holding VRT

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kula Investments's VRT Position: Q1 2023 in Review

Kula Investments increased its Vertiv (VRT) stake by 112% in Q1 2023, buying an estimated $477K and bringing the position to 61,464 shares worth $880K. The position accounts for 0.22% of the portfolio, ranked #162.

Kula Investments first reported a position in VRT in Q4 2022 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold VRT as of Q1 2023.

Kula Investments held 61,464 shares of Vertiv worth $880K as of Q1 2023.
Kula Investments bought 32,516 Vertiv shares in Q1 2023, an estimated $477K.
Vertiv made up 0.22% of Kula Investments's portfolio in Q1 2023, its #162 holding.
Kula Investments first reported a position in Vertiv in Q4 2022 and has held it in 2 quarters since.
297 funds tracked by Wall St. Rank held Vertiv as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.