SurgoCap Partners’s Vertiv VRT Stock Holding History

SurgoCap Partners’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 Q2	–	Sell	-898,268	Closed	-$73.4M	–	18
2024 Q1	$73.4M	Buy	+898,268	New	+$56.4M	3.94%	13

Other funds holding VRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SurgoCap Partners's VRT Position: Q2 2024 in Review

SurgoCap Partners sold out of Vertiv (VRT) in Q2 2024, closing a stake of 898,268 shares — an estimated $73.4M sold.

SurgoCap Partners first reported a position in VRT in Q1 2024 and held it in 1 quarter. The position peaked at $73.4M in Q1 2024. 906 funds tracked by Wall St. Rank hold VRT as of Q2 2024.

SurgoCap Partners reported no remaining Vertiv position as of Q2 2024 after selling out during the quarter.
SurgoCap Partners sold 898,268 Vertiv shares in Q2 2024, an estimated $73.4M.
SurgoCap Partners first reported a position in Vertiv in Q1 2024 and held it in 1 quarter.
SurgoCap Partners's Vertiv position peaked at $73.4M in Q1 2024.
906 funds tracked by Wall St. Rank held Vertiv as of Q2 2024.

Based on SurgoCap Partners's 13F filing for Q2 2024, filed 14 Aug 2024.