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Jacobson & Schmitt Advisors’s Veralto VLTO Stock Holding History

Jacobson & Schmitt Advisors’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
2024
Q1 		– Sell
-21,497
Closed -$1.77M – 71
2023
Q4 		$1.77M Buy
+21,497
New +$1.61M 0.45% 38

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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Jacobson & Schmitt Advisors's VLTO Position: Q1 2024 in Review

Jacobson & Schmitt Advisors sold out of Veralto (VLTO) in Q1 2024, closing a stake of 21,497 shares — an estimated $1.77M sold.

Jacobson & Schmitt Advisors first reported a position in VLTO in Q4 2023 and held it in 1 quarter. The position peaked at $1.77M in Q4 2023. 1,021 funds tracked by Wall St. Rank hold VLTO as of Q1 2024.

  • Jacobson & Schmitt Advisors reported no remaining Veralto position as of Q1 2024 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 21,497 Veralto shares in Q1 2024, an estimated $1.77M.
  • Jacobson & Schmitt Advisors first reported a position in Veralto in Q4 2023 and held it in 1 quarter.
  • Jacobson & Schmitt Advisors's Veralto position peaked at $1.77M in Q4 2023.
  • 1,021 funds tracked by Wall St. Rank held Veralto as of Q1 2024.

Based on Jacobson & Schmitt Advisors's 13F filing for Q1 2024, filed 8 May 2024.