Lake Street Advisors Group’s Fortive FTV Stock Holding History

Lake Street Advisors 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 Q4	$202K	Buy	3,576 +140	+4%	+$8.04K	0.01%	563
2024 Q3	$204K	Sell	3,436 -305	-8%	-$16.8K	0.01%	560
2024 Q2	$209K	Sell	3,741 -334	-8%	-$19.4K	0.01%	529
2024 Q1	$264K	Buy	4,075 +110	+3%	+$6.68K	0.01%	489
2023 Q4	$220K	Buy	+3,965	New	+$209K	0.01%	523
2018 Q1	–	Sell	-5,093	Closed	-$232K	–	334
2017 Q4	$232K	Buy	+5,093	New	+$233K	0.03%	293

Other funds holding FTV

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lake Street Advisors Group's FTV Position: Q4 2024 in Review

Lake Street Advisors Group increased its Fortive (FTV) stake by 4.1% in Q4 2024, buying an estimated $8.04K and bringing the position to 3,576 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #563.

Lake Street Advisors Group first reported a position in FTV in Q4 2017 and has held it in 6 quarters since. The position peaked at $264K in Q1 2024. 855 funds tracked by Wall St. Rank hold FTV as of Q4 2024.

Lake Street Advisors Group held 3,576 shares of Fortive worth $202K as of Q4 2024.
Lake Street Advisors Group bought 140 Fortive shares in Q4 2024, an estimated $8.04K.
Fortive made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #563 holding.
Lake Street Advisors Group first reported a position in Fortive in Q4 2017 and has held it in 6 quarters since.
Lake Street Advisors Group's Fortive position peaked at $264K in Q1 2024.
855 funds tracked by Wall St. Rank held Fortive as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.