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Connectus Wealth’s Veralto VLTO Stock Holding History

Connectus Wealth’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 		$615K Sell
6,937
-15,377
-69% -$1.28M 0.02% 279
2023
Q4 		$1.84M Buy
+22,314
New +$1.67M 0.04% 278

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 $94.8B AUM 24.11% 1-Year Est. Return

Connectus Wealth's VLTO Position: Q1 2024 in Review

Connectus Wealth reduced its Veralto (VLTO) stake by 69% in Q1 2024, selling an estimated $1.28M and leaving 6,937 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #279.

Connectus Wealth first reported a position in VLTO in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.84M in Q4 2023. 1,020 funds tracked by Wall St. Rank hold VLTO as of Q1 2024.

  • Connectus Wealth held 6,937 shares of Veralto worth $615K as of Q1 2024.
  • Connectus Wealth sold 15,377 Veralto shares in Q1 2024, an estimated $1.28M.
  • Veralto made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #279 holding.
  • Connectus Wealth first reported a position in Veralto in Q4 2023 and has held it in 2 quarters since.
  • Connectus Wealth's Veralto position peaked at $1.84M in Q4 2023.
  • 1,020 funds tracked by Wall St. Rank held Veralto as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.