Kula Investments’s Fortive FTV Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-23,258	Closed	-$1.13M	–	704
2022 Q4	$1.13M	Buy	+23,258	New	+$1.13M	0.33%	39

Other funds holding FTV

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kula Investments's FTV Position: Q1 2023 in Review

Kula Investments sold out of Fortive (FTV) in Q1 2023, closing a stake of 23,258 shares — an estimated $1.13M sold.

Kula Investments first reported a position in FTV in Q4 2022 and held it in 1 quarter. The position peaked at $1.13M in Q4 2022. 772 funds tracked by Wall St. Rank hold FTV as of Q1 2023.

Kula Investments reported no remaining Fortive position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 23,258 Fortive shares in Q1 2023, an estimated $1.13M.
Kula Investments first reported a position in Fortive in Q4 2022 and held it in 1 quarter.
Kula Investments's Fortive position peaked at $1.13M in Q4 2022.
772 funds tracked by Wall St. Rank held Fortive as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.