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James Investment Research’s Veralto VLTO Stock Holding History

James Investment Research’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
Q4 		– Sell
-1,887
Closed -$211K – 341
2024
Q3 		$211K Buy
+1,887
New +$199K 0.02% 297
2024
Q1 		– Sell
-3,402
Closed -$280K – 333
2023
Q4 		$280K Buy
+3,402
New +$254K 0.04% 258

Other funds holding VLTO

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

James Investment Research's VLTO Position: Q4 2024 in Review

James Investment Research sold out of Veralto (VLTO) in Q4 2024, closing a stake of 1,887 shares — an estimated $211K sold.

James Investment Research first reported a position in VLTO in Q4 2023 and held it in 2 quarters. The position peaked at $280K in Q4 2023. 1,063 funds tracked by Wall St. Rank hold VLTO as of Q4 2024.

  • James Investment Research reported no remaining Veralto position as of Q4 2024 after selling out during the quarter.
  • James Investment Research sold 1,887 Veralto shares in Q4 2024, an estimated $211K.
  • James Investment Research first reported a position in Veralto in Q4 2023 and held it in 2 quarters.
  • James Investment Research's Veralto position peaked at $280K in Q4 2023.
  • 1,063 funds tracked by Wall St. Rank held Veralto as of Q4 2024.

Based on James Investment Research's 13F filing for Q4 2024, filed 30 Jan 2025.