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Milestone Investment Advisors’s Illinois Tool Works ITW Stock Holding History

Milestone Investment Advisors’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,526
Closed -$351K – 276
2023
Q3 		$351K Buy
+1,526
New +$372K 0.1% 74
2023
Q2 		– Sell
-1,526
Closed -$372K – 272
2023
Q1 		$372K Buy
+1,526
New +$356K 0.11% 73

Other funds holding ITW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHM
Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Milestone Investment Advisors's ITW Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Illinois Tool Works (ITW) in Q4 2023, closing a stake of 1,526 shares — an estimated $351K sold.

Milestone Investment Advisors first reported a position in ITW in Q1 2023 and held it in 2 quarters. The position peaked at $372K in Q1 2023. 1,750 funds tracked by Wall St. Rank hold ITW as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Illinois Tool Works position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,526 Illinois Tool Works shares in Q4 2023, an estimated $351K.
  • Milestone Investment Advisors first reported a position in Illinois Tool Works in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Illinois Tool Works position peaked at $372K in Q1 2023.
  • 1,750 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.