Essex Investment Management’s Fortive FTV Stock Holding History

Essex Investment 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
2021 Q2	–	Sell	-3,318	Closed	-$177K	–	438
2021 Q1	$177K	Hold	3,318	–	–	0.02%	342
2020 Q4	$177K	Sell	3,318 -646	-16%	-$33.2K	0.02%	354
2020 Q3	$191K	Hold	3,964	–	–	0.03%	356
2020 Q2	$169K	Hold	3,964	–	–	0.03%	318
2020 Q1	$138K	Hold	3,964	–	–	0.03%	303
2019 Q4	$191K	Hold	3,964	–	–	0.02%	366
2019 Q3	$171K	Hold	3,964	–	–	0.02%	364
2019 Q2	$204K	Sell	3,964 -3,965	-50%	-$206K	0.03%	359
2019 Q1	$419K	Hold	7,929	–	–	0.06%	280
2018 Q4	$338K	Hold	7,929	–	–	0.05%	276
2018 Q3	$421K	Hold	7,929	–	–	0.05%	310
2018 Q2	$386K	Hold	7,929	–	–	0.05%	310
2018 Q1	$388K	Hold	7,929	–	–	0.05%	286
2017 Q4	$362K	Hold	7,929	–	–	0.05%	304
2017 Q3	$354K	Hold	7,929	–	–	0.05%	309
2017 Q2	$317K	Hold	7,929	–	–	0.05%	286
2017 Q1	$301K	Hold	7,929	–	–	0.05%	302
2016 Q4	$268K	Hold	7,929	–	–	0.04%	305
2016 Q3	$255K	Buy	+7,929	New	+$254K	0.04%	309

Other funds holding FTV

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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

Essex Investment Management's FTV Position: Q2 2021 in Review

Essex Investment Management sold out of Fortive (FTV) in Q2 2021, closing a stake of 3,318 shares — an estimated $177K sold.

Essex Investment Management first reported a position in FTV in Q3 2016 and held it in 19 quarters. The position peaked at $421K in Q3 2018. 737 funds tracked by Wall St. Rank hold FTV as of Q2 2021.

Essex Investment Management reported no remaining Fortive position as of Q2 2021 after selling out during the quarter.
Essex Investment Management sold 3,318 Fortive shares in Q2 2021, an estimated $177K.
Essex Investment Management first reported a position in Fortive in Q3 2016 and held it in 19 quarters.
Essex Investment Management's Fortive position peaked at $421K in Q3 2018.
737 funds tracked by Wall St. Rank held Fortive as of Q2 2021.

Based on Essex Investment Management's 13F filing for Q2 2021, filed 12 Aug 2021.