LSAG
VRT icon

Lake Street Advisors Group’s Vertiv VRT Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$653K Buy
5,751
+155
+3% +$18.4K 0.03% 290
2024
Q3 		$557K Buy
5,596
+459
+9% +$38K 0.03% 311
2024
Q2 		$445K Buy
+5,137
New +$468K 0.02% 349

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Lake Street Advisors Group's VRT Position: Q4 2024 in Review

Lake Street Advisors Group increased its Vertiv (VRT) stake by 2.8% in Q4 2024, buying an estimated $18.4K and bringing the position to 5,751 shares worth $653K. The position accounts for 0.03% of the portfolio, ranked #290.

Lake Street Advisors Group first reported a position in VRT in Q2 2024 and has held it in 3 quarters since. 1,203 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

  • Lake Street Advisors Group held 5,751 shares of Vertiv worth $653K as of Q4 2024.
  • Lake Street Advisors Group bought 155 Vertiv shares in Q4 2024, an estimated $18.4K.
  • Vertiv made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #290 holding.
  • Lake Street Advisors Group first reported a position in Vertiv in Q2 2024 and has held it in 3 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.