M.D. Sass LLC’s Vertiv VRT Stock Holding History

M.D. Sass LLC’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 Q1	–	Sell	-44,597	Closed	-$833K	–	38
2020 Q4	$833K	Hold	44,597	–	–	0.18%	32
2020 Q3	$772K	Buy	+44,597	New	+$698K	0.19%	32

Other funds holding VRT

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

M.D. Sass LLC's VRT Position: Q1 2021 in Review

M.D. Sass LLC sold out of Vertiv (VRT) in Q1 2021, closing a stake of 44,597 shares — an estimated $833K sold.

M.D. Sass LLC first reported a position in VRT in Q3 2020 and held it in 2 quarters. The position peaked at $833K in Q4 2020. 278 funds tracked by Wall St. Rank hold VRT as of Q1 2021.

M.D. Sass LLC reported no remaining Vertiv position as of Q1 2021 after selling out during the quarter.
M.D. Sass LLC sold 44,597 Vertiv shares in Q1 2021, an estimated $833K.
M.D. Sass LLC first reported a position in Vertiv in Q3 2020 and held it in 2 quarters.
M.D. Sass LLC's Vertiv position peaked at $833K in Q4 2020.
278 funds tracked by Wall St. Rank held Vertiv as of Q1 2021.

Based on M.D. Sass LLC's 13F filing for Q1 2021, filed 17 May 2021.