Psagot Value Holdings’s Vertiv VRT Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-1,500	Closed	-$73K	–	521
2023 Q4	$73K	Buy	+1,500	New	+$63.9K	0.03%	215

Other funds holding VRT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Psagot Value Holdings's VRT Position: Q1 2024 in Review

Psagot Value Holdings sold out of Vertiv (VRT) in Q1 2024, closing a stake of 1,500 shares — an estimated $73K sold.

Psagot Value Holdings first reported a position in VRT in Q4 2023 and held it in 1 quarter. The position peaked at $73K in Q4 2023. 760 funds tracked by Wall St. Rank hold VRT as of Q1 2024.

Psagot Value Holdings reported no remaining Vertiv position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 1,500 Vertiv shares in Q1 2024, an estimated $73K.
Psagot Value Holdings first reported a position in Vertiv in Q4 2023 and held it in 1 quarter.
Psagot Value Holdings's Vertiv position peaked at $73K in Q4 2023.
760 funds tracked by Wall St. Rank held Vertiv as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.