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Simplicity Solutions’s Vertiv VRT Stock Holding History

Simplicity Solutions’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
2023
Q4 		$240K Buy
+4,994
New +$213K 0.01% 907

Other funds holding VRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Simplicity Solutions's VRT Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Vertiv (VRT) in Q4 2023: 4,994 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #907 among its holdings.

583 funds tracked by Wall St. Rank hold VRT as of Q4 2023.

  • Simplicity Solutions held 4,994 shares of Vertiv worth $240K as of Q4 2023.
  • Vertiv was a new Simplicity Solutions position in Q4 2023.
  • Vertiv made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #907 holding.
  • 583 funds tracked by Wall St. Rank held Vertiv as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.