MG
FTNT icon

Meritage Group’s Fortinet FTNT Stock Holding History

Meritage Group’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,014
Closed -$236K – 59
2023
Q3 		$236K Buy
4,014
+655
+19% +$43.4K 0.01% 41
2023
Q2 		$254K Sell
3,359
-407
-11% -$27.7K 0.01% 36
2023
Q1 		$250K Sell
3,766
-823
-18% -$46.8K 0.01% 32
2022
Q4 		$224K Buy
+4,589
New +$239K 0.01% 29

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Meritage Group's FTNT Position: Q4 2023 in Review

Meritage Group sold out of Fortinet (FTNT) in Q4 2023, closing a stake of 4,014 shares — an estimated $236K sold.

Meritage Group first reported a position in FTNT in Q4 2022 and held it in 4 quarters. The position peaked at $254K in Q2 2023. 1,062 funds tracked by Wall St. Rank hold FTNT as of Q4 2023.

  • Meritage Group reported no remaining Fortinet position as of Q4 2023 after selling out during the quarter.
  • Meritage Group sold 4,014 Fortinet shares in Q4 2023, an estimated $236K.
  • Meritage Group first reported a position in Fortinet in Q4 2022 and held it in 4 quarters.
  • Meritage Group's Fortinet position peaked at $254K in Q2 2023.
  • 1,062 funds tracked by Wall St. Rank held Fortinet as of Q4 2023.

Based on Meritage Group's 13F filing for Q4 2023, filed 12 Feb 2024.