RIM
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Redwood Investment Management’s Vertiv VRT Stock Holding History

Redwood Investment 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
Q4 		– Sell
-16,817
Closed -$1.66M – 385
2024
Q3 		$1.66M Buy
16,817
+648
+4% +$53.7K 0.15% 179
2024
Q2 		$1.09M Buy
16,169
+8,354
+107% +$761K 0.09% 243
2024
Q1 		$638K Buy
+7,815
New +$491K 0.06% 267
2023
Q4 		– Sell
-19,653
Closed -$731K – 395
2023
Q3 		$731K Sell
19,653
-144,003
-88% -$4.75M 0.06% 260
2023
Q2 		$4.48M Sell
163,656
-83,773
-34% -$1.44M 0.46% 54
2023
Q1 		$3.54M Buy
247,429
+30,317
+14% +$445K 0.38% 69
2022
Q4 		$2.97M Buy
+217,112
New +$2.89M 0.39% 56

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Redwood Investment Management's VRT Position: Q4 2024 in Review

Redwood Investment Management sold out of Vertiv (VRT) in Q4 2024, closing a stake of 16,817 shares — an estimated $1.66M sold.

Redwood Investment Management first reported a position in VRT in Q4 2022 and held it in 7 quarters. The position peaked at $4.48M in Q2 2023. 1,202 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

  • Redwood Investment Management reported no remaining Vertiv position as of Q4 2024 after selling out during the quarter.
  • Redwood Investment Management sold 16,817 Vertiv shares in Q4 2024, an estimated $1.66M.
  • Redwood Investment Management first reported a position in Vertiv in Q4 2022 and held it in 7 quarters.
  • Redwood Investment Management's Vertiv position peaked at $4.48M in Q2 2023.
  • 1,202 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

Based on Redwood Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.