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Bourgeon Capital Management’s Veralto VLTO Stock Holding History

Bourgeon Capital Management’s Portfolio VLTO Stock Details VLTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,337
Closed -$1.43M – 371
2023
Q4 		$1.43M Buy
+17,337
New +$1.29M 0.32% 56

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bourgeon Capital Management's VLTO Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Veralto (VLTO) in Q1 2024, closing a stake of 17,337 shares — an estimated $1.43M sold.

Bourgeon Capital Management first reported a position in VLTO in Q4 2023 and held it in 1 quarter. The position peaked at $1.43M in Q4 2023. 1,021 funds tracked by Wall St. Rank hold VLTO as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Veralto position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 17,337 Veralto shares in Q1 2024, an estimated $1.43M.
  • Bourgeon Capital Management first reported a position in Veralto in Q4 2023 and held it in 1 quarter.
  • Bourgeon Capital Management's Veralto position peaked at $1.43M in Q4 2023.
  • 1,021 funds tracked by Wall St. Rank held Veralto as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.