PI
VRT icon

PFS Investments’s Vertiv VRT Stock Holding History

PFS Investments’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
2023
Q2 		$3.22M Sell
129,981
-3,879
-3% -$66.6K 0.05% 276
2023
Q1 		$1.66M Buy
133,860
+8,869
+7% +$130K 0.03% 338
2022
Q4 		$1.71M Buy
124,991
+618
+0.5% +$8.24K 0.03% 310
2022
Q3 		$1.21K Buy
124,373
+9,339
+8% +$105K 0.02% 321
2022
Q2 		$946K Buy
115,034
+17,712
+18% +$200K 0.02% 339
2022
Q1 		$1.36M Buy
97,322
+13,719
+16% +$244K 0.03% 322
2021
Q4 		$2.09M Buy
83,603
+8,271
+11% +$207K 0.04% 273
2021
Q3 		$2.08M Buy
75,332
+5,965
+9% +$159K 0.04% 256
2021
Q2 		$1.9M Buy
69,367
+6,725
+11% +$161K 0.04% 257
2021
Q1 		$1.25M Buy
62,642
+13,090
+26% +$264K 0.03% 259
2020
Q4 		$896K Buy
+49,552
New +$912K 0.03% 262

Other funds holding VRT

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return