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Scout Investments’s Vertiv VRT Stock Holding History

Scout 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
2024
Q3 		$25.4M Sell
226,707
-14,332
-6% -$1.19M 0.67% 55
2024
Q2 		$20.9M Buy
241,039
+6,758
+3% +$615K 0.56% 69
2024
Q1 		$18.8M Buy
+234,281
New +$14.7M 0.46% 79

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scout Investments's VRT Position: Q3 2024 in Review

Scout Investments reduced its Vertiv (VRT) stake by 5.9% in Q3 2024, selling an estimated $1.19M and leaving 226,707 shares worth $25.4M. The position accounts for 0.67% of the portfolio, ranked #55.

Scout Investments first reported a position in VRT in Q1 2024 and has held it in 3 quarters since. 1,021 funds tracked by Wall St. Rank hold VRT as of Q3 2024.

  • Scout Investments held 226,707 shares of Vertiv worth $25.4M as of Q3 2024.
  • Scout Investments sold 14,332 Vertiv shares in Q3 2024, an estimated $1.19M.
  • Vertiv made up 0.67% of Scout Investments's portfolio in Q3 2024, its #55 holding.
  • Scout Investments first reported a position in Vertiv in Q1 2024 and has held it in 3 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Vertiv as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.