Smith Group Asset Management’s Vertiv VRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,450
Closed -$846K 203
2024
Q4
$846K Sell
7,450
-80
-1% -$9.09K 0.06% 99
2024
Q3
$749K Buy
7,530
+1,940
+35% +$193K 0.06% 75
2024
Q2
$484K Sell
5,590
-960
-15% -$83.1K 0.04% 86
2024
Q1
$535K Buy
+6,550
New +$535K 0.03% 132