Number of Shares
42,170.00
Current Holdings Value*
$5.42 Mil
% of Portfolio
4.15%
Total Estimate Gain
$3.83 Mil
% of Total Estimate Gain
104.53%

Ulland Investment Advisors, LLC's Vertiv Holdings Co Holding Summary

As of 2025-06-30, Ulland Investment Advisors, LLC held 42,170.00 shares of Vertiv Holdings Co(VRT), totaling $5.42 Mil. This investment constitutes 4.15% of their stock portfolio, and Ulland Investment Advisors, LLC now holds 0.01% of the outstanding Vertiv Holdings Co(VRT) stock.

The initial trade took place in 2023Q4. And since then Ulland Investment Advisors, LLC has made 4 purchases of VRT, at an average price of $61.89, for a total of 59,172.00 shares. In addition, there have been 3 sales at an average price of $103.96 for 17,002.00 shares. Based on historical transaction data and VRT's current price of $135.71, Ulland Investment Advisors, LLC's estimated gain on his VRT holdings is $3.83 Mil, reflecting a 104.53% gain to date.

Ulland Investment Advisors, LLC VRT ($135.71) Holding Chart

Ulland Investment Advisors, LLC VRT ($135.71) 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 %

Top Ranked Articles

  • 1