YMRC
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Yorktown Management & Research Company’s Vertiv VRT Stock Holding History

Yorktown Management & Research Company’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
Q3 		– Sell
-7,700
Closed -$667K – 226
2024
Q2 		$667K Buy
+7,700
New +$701K 0.72% 37

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yorktown Management & Research Company's VRT Position: Q3 2024 in Review

Yorktown Management & Research Company sold out of Vertiv (VRT) in Q3 2024, closing a stake of 7,700 shares — an estimated $667K sold.

Yorktown Management & Research Company first reported a position in VRT in Q2 2024 and held it in 1 quarter. The position peaked at $667K in Q2 2024. 1,022 funds tracked by Wall St. Rank hold VRT as of Q3 2024.

  • Yorktown Management & Research Company reported no remaining Vertiv position as of Q3 2024 after selling out during the quarter.
  • Yorktown Management & Research Company sold 7,700 Vertiv shares in Q3 2024, an estimated $667K.
  • Yorktown Management & Research Company first reported a position in Vertiv in Q2 2024 and held it in 1 quarter.
  • Yorktown Management & Research Company's Vertiv position peaked at $667K in Q2 2024.
  • 1,022 funds tracked by Wall St. Rank held Vertiv as of Q3 2024.

Based on Yorktown Management & Research Company's 13F filing for Q3 2024, filed 25 Oct 2024.