R.H. Bluestein & Co’s Vertiv VRT Stock Holding History

R.H. Bluestein & Co’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
2021 Q1	–	Sell	-12,000	Closed	-$224K	–	428
2020 Q4	$224K	Hold	12,000	–	–	0.01%	354
2020 Q3	$208K	Buy	+12,000	New	+$188K	0.01%	323

Other funds holding VRT

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

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 $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

R.H. Bluestein & Co's VRT Position: Q1 2021 in Review

R.H. Bluestein & Co sold out of Vertiv (VRT) in Q1 2021, closing a stake of 12,000 shares — an estimated $224K sold.

R.H. Bluestein & Co first reported a position in VRT in Q3 2020 and held it in 2 quarters. The position peaked at $224K in Q4 2020. 278 funds tracked by Wall St. Rank hold VRT as of Q1 2021.

R.H. Bluestein & Co reported no remaining Vertiv position as of Q1 2021 after selling out during the quarter.
R.H. Bluestein & Co sold 12,000 Vertiv shares in Q1 2021, an estimated $224K.
R.H. Bluestein & Co first reported a position in Vertiv in Q3 2020 and held it in 2 quarters.
R.H. Bluestein & Co's Vertiv position peaked at $224K in Q4 2020.
278 funds tracked by Wall St. Rank held Vertiv as of Q1 2021.

Based on R.H. Bluestein & Co's 13F filing for Q1 2021, filed 12 May 2021.