Naples Money Management’s Vertiv VRT Stock Holding History

Naples Money 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 Q2	–	Sell	-75	Closed	-$6.13K	–	437
2024 Q1	$6.13K	Buy	+75	New	+$4.71K	0.01%	236

Other funds holding VRT

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 $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Naples Money Management's VRT Position: Q2 2024 in Review

Naples Money Management sold out of Vertiv (VRT) in Q2 2024, closing a stake of 75 shares — an estimated $6.13K sold.

Naples Money Management first reported a position in VRT in Q1 2024 and held it in 1 quarter. The position peaked at $6.13K in Q1 2024. 907 funds tracked by Wall St. Rank hold VRT as of Q2 2024.

Naples Money Management reported no remaining Vertiv position as of Q2 2024 after selling out during the quarter.
Naples Money Management sold 75 Vertiv shares in Q2 2024, an estimated $6.13K.
Naples Money Management first reported a position in Vertiv in Q1 2024 and held it in 1 quarter.
Naples Money Management's Vertiv position peaked at $6.13K in Q1 2024.
907 funds tracked by Wall St. Rank held Vertiv as of Q2 2024.

Based on Naples Money Management's 13F filing for Q2 2024, filed 9 Jul 2024.