BARON SMALL CAP FUND VRT Holdings History

Number of Shares
2.50 Mil
Current Holdings Value*
$180.50 Mil
% of Portfolio
4.84%
Total Estimate Gain
$341.31 Mil
% of Total Estimate Gain
405.43%

BARON SMALL CAP FUND's Vertiv Holdings Co Holding Summary

As of 2025-03-31, BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) held 2.50 Mil shares of Vertiv Holdings Co(VRT), totaling $180.50 Mil. This investment constitutes 4.84% of their stock portfolio, and BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) now holds 0.66% of the outstanding Vertiv Holdings Co(VRT) stock.

The initial trade took place in 2019Q4. And since then BARON SMALL CAP FUND has made 4 purchases of VRT, at an average price of $17.54, for a total of 4.80 Mil shares. In addition, there have been 4 sales at an average price of $47.76 for 2.30 Mil shares. Based on historical transaction data and VRT's current price of $126.26, BARON SMALL CAP FUND's estimated gain on his VRT holdings is $341.31 Mil, reflecting a 405.43% gain to date.

BARON SMALL CAP FUND VRT ($126.26) Holding Chart

BARON SMALL CAP FUND VRT ($126.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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