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Steward Financial Group’s Vertiv VRT Stock Holding History

Steward Financial Group’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
Q3 		$3K Buy
+91
New +$3K ﹤0.01% 895

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's VRT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Vertiv (VRT) in Q3 2023: 91 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings.

453 funds tracked by Wall St. Rank hold VRT as of Q3 2023.

  • Steward Financial Group held 91 shares of Vertiv worth $3K as of Q3 2023.
  • Vertiv was a new Steward Financial Group position in Q3 2023.
  • Vertiv made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #895 holding.
  • 453 funds tracked by Wall St. Rank held Vertiv as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.