Mount Lucas Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,769
| Closed | -$883K | – | 183 |
|
|
2024
Q4 | $883K | Sell |
7,769
-1,642
| -17% | -$187K | 0.31% | 74 |
|
|
2024
Q3 | $936K | Buy |
9,411
+223
| +2% | +$22.2K | 0.32% | 75 |
|
|
2024
Q2 | $795K | Sell |
9,188
-183
| -2% | -$15.8K | 0.23% | 85 |
|
|
2024
Q1 | $765K | Sell |
9,371
-835
| -8% | -$68.2K | 0.21% | 103 |
|
|
2023
Q4 | $490K | Buy |
+10,206
| New | +$490K | 0.14% | 117 |
|