JP Morgan Private Wealth Advisors’s Vontier VNT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VNT Stock Details VNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$622K	Sell	20,115 -315	-2%	-$9.7K	﹤0.01%	1153
2023 Q2	$658K	Sell	20,430 -14,264	-41%	-$411K	﹤0.01%	923
2023 Q1	$949K	Buy	34,694 +2,459	+8%	+$59.4K	﹤0.01%	1187
2022 Q4	$623K	Buy	32,235 +2,614	+9%	+$49K	﹤0.01%	1373
2022 Q3	$495K	Sell	29,621 -2,253	-7%	-$50.2K	﹤0.01%	1460
2022 Q2	$733K	Buy	31,874 +9,062	+40%	+$232K	﹤0.01%	1290
2022 Q1	$579K	Sell	22,812 -18,975	-45%	-$501K	﹤0.01%	1476
2021 Q4	$1.28M	Buy	41,787 +3,711	+10%	+$121K	﹤0.01%	1115
2021 Q3	$1.28M	Sell	38,076 -746	-2%	-$25.3K	﹤0.01%	1103
2021 Q2	$1.26M	Sell	38,822 -4,430	-10%	-$146K	﹤0.01%	1089
2021 Q1	$1.31M	Sell	43,252 -8,402	-16%	-$274K	﹤0.01%	921
2020 Q4	$1.73M	Buy	+51,654	New	+$1.59M	0.01%	794

Other funds holding VNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VNT Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Vontier (VNT) stake by 1.5% in Q3 2023, selling an estimated $9.7K and leaving 20,115 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

JP Morgan Private Wealth Advisors first reported a position in VNT in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.73M in Q4 2020. 424 funds tracked by Wall St. Rank hold VNT as of Q3 2023.

JP Morgan Private Wealth Advisors held 20,115 shares of Vontier worth $622K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 315 Vontier shares in Q3 2023, an estimated $9.7K.
Vontier made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1153 holding.
JP Morgan Private Wealth Advisors first reported a position in Vontier in Q4 2020 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's Vontier position peaked at $1.73M in Q4 2020.
424 funds tracked by Wall St. Rank held Vontier as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.