SIA
VRT icon

Schechter Investment Advisors’s Vertiv VRT Stock Holding History

Schechter Investment Advisors’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
2022
Q1 		– Sell
-15,141
Closed -$378K – 973
2021
Q4 		$378K Buy
+15,141
New +$379K 0.03% 602

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Schechter Investment Advisors's VRT Position: Q1 2022 in Review

Schechter Investment Advisors sold out of Vertiv (VRT) in Q1 2022, closing a stake of 15,141 shares — an estimated $378K sold.

Schechter Investment Advisors first reported a position in VRT in Q4 2021 and held it in 1 quarter. The position peaked at $378K in Q4 2021. 293 funds tracked by Wall St. Rank hold VRT as of Q1 2022.

  • Schechter Investment Advisors reported no remaining Vertiv position as of Q1 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 15,141 Vertiv shares in Q1 2022, an estimated $378K.
  • Schechter Investment Advisors first reported a position in Vertiv in Q4 2021 and held it in 1 quarter.
  • Schechter Investment Advisors's Vertiv position peaked at $378K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held Vertiv as of Q1 2022.

Based on Schechter Investment Advisors's 13F filing for Q1 2022, filed 18 Nov 2022.