Lee Financial’s Fortive FTV Stock Holding History

Lee Financial’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 Q1	–	Sell	-210	Closed	-$11.6K	–	414
2023 Q4	$11.6K	Hold	210	–	–	﹤0.01%	404
2023 Q3	$11.7K	Buy	210 +166	+377%	+$9.55K	﹤0.01%	388
2023 Q2	$2.47K	Buy	+44	New	+$2.22K	﹤0.01%	622

Other funds holding FTV

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Lee Financial's FTV Position: Q1 2024 in Review

Lee Financial sold out of Fortive (FTV) in Q1 2024, closing a stake of 210 shares — an estimated $11.6K sold.

Lee Financial first reported a position in FTV in Q2 2023 and held it in 3 quarters. The position peaked at $11.7K in Q3 2023. 870 funds tracked by Wall St. Rank hold FTV as of Q1 2024.

Lee Financial reported no remaining Fortive position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 210 Fortive shares in Q1 2024, an estimated $11.6K.
Lee Financial first reported a position in Fortive in Q2 2023 and held it in 3 quarters.
Lee Financial's Fortive position peaked at $11.7K in Q3 2023.
870 funds tracked by Wall St. Rank held Fortive as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.