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Evercore Wealth Management’s Fortive FTV Stock Holding History

Evercore 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
2021
Q4 		– Sell
-10,311
Closed -$548K – 423
2021
Q3 		$548K Hold
10,311
– – 0.01% 275
2021
Q2 		$542K Sell
10,311
-6
-0.1% -$323 0.01% 281
2021
Q1 		$549K Buy
10,317
+339
+3% +$17.5K 0.01% 280
2020
Q4 		$532K Sell
9,978
-1,937
-16% -$99.6K 0.01% 278
2020
Q3 		$573K Hold
11,915
– – 0.01% 251
2020
Q2 		$509K Hold
11,915
– – 0.01% 255
2020
Q1 		$415K Sell
11,915
-689
-5% -$30.1K 0.01% 258
2019
Q4 		$607K Sell
12,604
-1,110
-8% -$50.1K 0.02% 260
2019
Q3 		$593K Sell
13,714
-266
-2% -$12.3K 0.02% 257
2019
Q2 		$719K Sell
13,980
-476
-3% -$24.7K 0.02% 235
2019
Q1 		$764K Buy
14,456
+203
+1% +$9.89K 0.02% 227
2018
Q4 		$609K Buy
14,253
+915
+7% +$43K 0.02% 234
2018
Q3 		$708K Sell
13,338
-1,031
-7% -$52.9K 0.02% 240
2018
Q2 		$699K Sell
14,369
-1,492
-9% -$71.3K 0.02% 236
2018
Q1 		$775K Sell
15,861
-1,104
-7% -$52.5K 0.03% 202
2017
Q4 		$774K Sell
16,965
-50
-0.3% -$2.29K 0.03% 210
2017
Q3 		$760K Buy
17,015
+16
+0.1% +$666 0.03% 206
2017
Q2 		$679K Buy
16,999
+412
+2% +$16.2K 0.03% 219
2017
Q1 		$630K Sell
16,587
-5,959
-26% -$214K 0.02% 235
2016
Q4 		$762K Sell
22,546
-965
-4% -$31.9K 0.03% 207
2016
Q3 		$754K Buy
+23,511
New +$755K 0.03% 206

Other funds holding FTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Evercore Wealth Management's FTV Position: Q4 2021 in Review

Evercore Wealth Management sold out of Fortive (FTV) in Q4 2021, closing a stake of 10,311 shares — an estimated $548K sold.

Evercore Wealth Management first reported a position in FTV in Q3 2016 and held it in 21 quarters. The position peaked at $775K in Q1 2018. 797 funds tracked by Wall St. Rank hold FTV as of Q4 2021.

  • Evercore Wealth Management reported no remaining Fortive position as of Q4 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 10,311 Fortive shares in Q4 2021, an estimated $548K.
  • Evercore Wealth Management first reported a position in Fortive in Q3 2016 and held it in 21 quarters.
  • Evercore Wealth Management's Fortive position peaked at $775K in Q1 2018.
  • 797 funds tracked by Wall St. Rank held Fortive as of Q4 2021.

Based on Evercore Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.