Elmwood Wealth Management’s Fortive FTV Stock Holding History

Elmwood Wealth Management’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
2020 Q2	–	Sell	-12,152	Closed	-$594K	–	288
2020 Q1	$594K	Buy	12,152 +265	+2%	+$11.6K	0.57%	64
2019 Q4	$573K	Sell	11,887 -691	-5%	-$31.2K	0.5%	69
2019 Q3	$544K	Buy	12,578 +317	+3%	+$14.6K	0.55%	61
2019 Q2	$630K	Sell	12,261 -294	-2%	-$15.3K	0.56%	65
2019 Q1	$664K	Sell	12,555 -253	-2%	-$12.3K	0.61%	59
2018 Q4	$547K	Buy	12,808 +352	+3%	+$16.5K	0.53%	64
2018 Q3	$661K	Buy	12,456 +63	+0.5%	+$3.23K	0.55%	67
2018 Q2	$603K	Buy	12,393 +241	+2%	+$11.5K	0.55%	65
2018 Q1	$594K	Buy	+12,152	New	+$578K	0.57%	64

Other funds holding FTV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Elmwood Wealth Management's FTV Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Fortive (FTV) in Q2 2020, closing a stake of 12,152 shares — an estimated $594K sold.

Elmwood Wealth Management first reported a position in FTV in Q1 2018 and held it in 9 quarters. The position peaked at $664K in Q1 2019. 722 funds tracked by Wall St. Rank hold FTV as of Q2 2020.

Elmwood Wealth Management reported no remaining Fortive position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 12,152 Fortive shares in Q2 2020, an estimated $594K.
Elmwood Wealth Management first reported a position in Fortive in Q1 2018 and held it in 9 quarters.
Elmwood Wealth Management's Fortive position peaked at $664K in Q1 2019.
722 funds tracked by Wall St. Rank held Fortive as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.