MIM
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Macroview Investment Management’s Vertiv VRT Stock Holding History

Macroview Investment Management’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 		– Sell
-152
Closed -$15.1K – 534
2024
Q3 		$15.1K Buy
152
+102
+204% +$8.46K 0.01% 195
2024
Q2 		$4.33K Buy
+50
New +$4.55K ﹤0.01% 398
2024
Q1 		– Sell
-156
Closed -$7.49K – 702
2023
Q4 		$7.49K Buy
156
+54
+53% +$2.3K 0.01% 306
2023
Q3 		$3.79K Buy
+102
New +$3.36K 0.01% 489

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.6B AUM 20.7% 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 $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

Macroview Investment Management's VRT Position: Q4 2024 in Review

Macroview Investment Management sold out of Vertiv (VRT) in Q4 2024, closing a stake of 152 shares — an estimated $15.1K sold.

Macroview Investment Management first reported a position in VRT in Q3 2023 and held it in 4 quarters. The position peaked at $15.1K in Q3 2024. 1,201 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

  • Macroview Investment Management reported no remaining Vertiv position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 152 Vertiv shares in Q4 2024, an estimated $15.1K.
  • Macroview Investment Management first reported a position in Vertiv in Q3 2023 and held it in 4 quarters.
  • Macroview Investment Management's Vertiv position peaked at $15.1K in Q3 2024.
  • 1,201 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.