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Disciplined Investments’s Fortive FTV Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-37
Closed -$2.09K – 643
2023
Q2 		$2.09K Sell
37
-1
-3% -$50 ﹤0.01% 644
2023
Q1 		$1.98K Sell
38
-2
-5% -$101 ﹤0.01% 661
2022
Q4 		$1.93K Sell
40
-4
-9% -$194 ﹤0.01% 636
2022
Q3 		$2K Buy
44
+4
+10% +$187 ﹤0.01% 634
2022
Q2 		$2K Buy
40
+9
+29% +$398 ﹤0.01% 657
2022
Q1 		$1K Buy
+31
New +$1.53K ﹤0.01% 986
2020
Q3 		– Sell
-32
Closed -$1K – 412
2020
Q2 		$1K Hold
32
– – ﹤0.01% 379
2020
Q1 		$1K Hold
32
– – ﹤0.01% 393
2019
Q4 		$2K Buy
+32
New +$1.45K ﹤0.01% 384

Other funds holding FTV

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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's FTV Position: Q3 2023 in Review

Disciplined Investments sold out of Fortive (FTV) in Q3 2023, closing a stake of 37 shares — an estimated $2.09K sold.

Disciplined Investments first reported a position in FTV in Q4 2019 and held it in 9 quarters. The position peaked at $2.09K in Q2 2023. 775 funds tracked by Wall St. Rank hold FTV as of Q3 2023.

  • Disciplined Investments reported no remaining Fortive position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 37 Fortive shares in Q3 2023, an estimated $2.09K.
  • Disciplined Investments first reported a position in Fortive in Q4 2019 and held it in 9 quarters.
  • Disciplined Investments's Fortive position peaked at $2.09K in Q2 2023.
  • 775 funds tracked by Wall St. Rank held Fortive as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.