LGL Partners’s Fortive FTV Stock Holding History

LGL Partners’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	–	Sell	-3,775	Closed	-$225K	–	127
2024 Q3	$225K	Buy	+3,775	New	+$208K	0.03%	107

Other funds holding FTV

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LGL Partners's FTV Position: Q4 2024 in Review

LGL Partners sold out of Fortive (FTV) in Q4 2024, closing a stake of 3,775 shares — an estimated $225K sold.

LGL Partners first reported a position in FTV in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 857 funds tracked by Wall St. Rank hold FTV as of Q4 2024.

LGL Partners reported no remaining Fortive position as of Q4 2024 after selling out during the quarter.
LGL Partners sold 3,775 Fortive shares in Q4 2024, an estimated $225K.
LGL Partners first reported a position in Fortive in Q3 2024 and held it in 1 quarter.
LGL Partners's Fortive position peaked at $225K in Q3 2024.
857 funds tracked by Wall St. Rank held Fortive as of Q4 2024.

Based on LGL Partners's 13F filing for Q4 2024, filed 4 Feb 2025.