HIG
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Heritage Investment Group’s Fortive FTV Stock Holding History

Heritage Investment Group’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
2024
Q2 		– Sell
-8,266
Closed -$536K – 100
2024
Q1 		$536K Sell
8,266
-844
-9% -$51.2K 0.11% 51
2023
Q4 		$505K Sell
9,110
-172
-2% -$9.07K 0.11% 49
2023
Q3 		$519K Sell
9,282
-440
-5% -$25.3K 0.14% 46
2023
Q2 		$548K Sell
9,722
-185
-2% -$9.34K 0.15% 43
2023
Q1 		$509K Sell
9,907
-199
-2% -$10K 0.15% 38
2022
Q4 		$489K Hold
10,106
– – 0.16% 40
2022
Q3 		$444K Hold
10,106
– – 0.27% 41
2022
Q2 		$414K Hold
10,106
– – 0.24% 48
2022
Q1 		$464K Hold
10,106
– – 0.34% 44
2021
Q4 		$581K Buy
+10,106
New +$571K 0.46% 32

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BlackRock
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Wellington Management Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return