FEG
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Financial Enhancement Group’s Veralto VLTO Stock Holding History

Financial Enhancement Group’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
2023
Q4 		– Sell
-3,297
Closed -$245K – 127
2023
Q3 		$245K Buy
+3,297
New +$275K 0.05% 113

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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Enhancement Group's VLTO Position: Q4 2023 in Review

Financial Enhancement Group sold out of Veralto (VLTO) in Q4 2023, closing a stake of 3,297 shares — an estimated $245K sold.

Financial Enhancement Group first reported a position in VLTO in Q3 2023 and held it in 1 quarter. The position peaked at $245K in Q3 2023. 1,051 funds tracked by Wall St. Rank hold VLTO as of Q4 2023.

  • Financial Enhancement Group reported no remaining Veralto position as of Q4 2023 after selling out during the quarter.
  • Financial Enhancement Group sold 3,297 Veralto shares in Q4 2023, an estimated $245K.
  • Financial Enhancement Group first reported a position in Veralto in Q3 2023 and held it in 1 quarter.
  • Financial Enhancement Group's Veralto position peaked at $245K in Q3 2023.
  • 1,051 funds tracked by Wall St. Rank held Veralto as of Q4 2023.

Based on Financial Enhancement Group's 13F filing for Q4 2023, filed 18 Jan 2024.