Carmel Capital Partners’s Fortive FTV Stock Holding History

Carmel Capital Partners’s Portfolio FTV Stock Details FTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-260	Closed	-$14.5K	–	346
2023 Q3	$14.5K	Buy	+260	New	+$15K	0.01%	395

Other funds holding FTV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carmel Capital Partners's FTV Position: Q4 2023 in Review

Carmel Capital Partners sold out of Fortive (FTV) in Q4 2023, closing a stake of 260 shares — an estimated $14.5K sold.

Carmel Capital Partners first reported a position in FTV in Q3 2023 and held it in 1 quarter. The position peaked at $14.5K in Q3 2023. 816 funds tracked by Wall St. Rank hold FTV as of Q4 2023.

Carmel Capital Partners reported no remaining Fortive position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 260 Fortive shares in Q4 2023, an estimated $14.5K.
Carmel Capital Partners first reported a position in Fortive in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Fortive position peaked at $14.5K in Q3 2023.
816 funds tracked by Wall St. Rank held Fortive as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.