Lee, Danner & Bass’s Veralto VLTO Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-420	Closed	-$42.8K	–	683
2024 Q4	$42.8K	Buy	+420	New	+$44.8K	﹤0.01%	362

Other funds holding VLTO

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Lee, Danner & Bass's VLTO Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Veralto (VLTO) in Q1 2025, closing a stake of 420 shares — an estimated $42.8K sold.

Lee, Danner & Bass first reported a position in VLTO in Q4 2024 and held it in 1 quarter. The position peaked at $42.8K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold VLTO as of Q1 2025.

Lee, Danner & Bass reported no remaining Veralto position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 420 Veralto shares in Q1 2025, an estimated $42.8K.
Lee, Danner & Bass first reported a position in Veralto in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Veralto position peaked at $42.8K in Q4 2024.
1,028 funds tracked by Wall St. Rank held Veralto as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.