Jefferies Group’s VRT Holdings & Trades

First Buy
Q1 2024
Duration Held
7 Quarters
Largest Add
Q1 2025
+47,241 Shares
Current Position
43,028 Shares
$6.49 M Value

Jefferies Group's VRT Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 43,028 shares of Vertiv Holdings Co (VRT) worth $6.49 M, representing 0.03% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 7 quarters.

Based on 13F filings, Jefferies Group has maintained this position in VRT for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 47,241 shares. Largest reduction occurred in Q3 2025, reducing 27,367 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Vertiv Holdings Co (VRT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Vertiv Holdings Co (VRT) Trades by Jefferies Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2024 +6,935 New Buy 6,935 $81.67
Q2 2024 +5,420 Add 78.15% 12,355 $86.57
Q3 2024 -2,157 Reduce 17.46% 10,198 $99.49
Q4 2024 +12,956 Add 127.04% 23,154 $113.61
Q1 2025 +47,241 Add 204.03% 70,395 $72.20
Q2 2025 -70,395 Sold Out 70,395 $0.00
Q3 2025 +43,028 New Buy 43,028 $150.86

Jefferies Group's Vertiv Holdings Co Investment FAQs

Jefferies Group first purchased Vertiv Holdings Co (VRT) in Q1 2024, acquiring 6,935 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Vertiv Holdings Co (VRT) for 7 quarters since Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's largest addition to Vertiv Holdings Co (VRT) was in Q1 2025, adding 70,395 shares worth $5.08 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 43,028 shares of Vertiv Holdings Co (VRT), valued at approximately $6.49 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Vertiv Holdings Co (VRT) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's peak holding in Vertiv Holdings Co (VRT) was 70,395 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.