TFO
VRT icon

Tarbox Family Office’s Vertiv VRT Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-73
Closed -$1K – 958
2022
Q1 		$1K Sell
73
-119
-62% -$2.12K ﹤0.01% 1028
2021
Q4 		$5K Hold
192
– – ﹤0.01% 627
2021
Q3 		$5K Hold
192
– – ﹤0.01% 661
2021
Q2 		$5K Hold
192
– – ﹤0.01% 660
2021
Q1 		$4K Hold
192
– – ﹤0.01% 685
2020
Q4 		$4K Hold
192
– – ﹤0.01% 625
2020
Q3 		$3K Hold
192
– – ﹤0.01% 673
2020
Q2 		$3K Buy
+192
New +$2.24K ﹤0.01% 675

Other funds holding VRT

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return