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Montrusco Bolton Investments’s Veralto VLTO Stock Holding History

Montrusco Bolton Investments’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
2024
Q1 		– Sell
-1,273,670
Closed -$103M – 64
2023
Q4 		$103M Buy
+1,273,670
New +$95.1M 1.27% 24

Other funds holding VLTO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Montrusco Bolton Investments's VLTO Position: Q1 2024 in Review

Montrusco Bolton Investments sold out of Veralto (VLTO) in Q1 2024, closing a stake of 1,273,670 shares — an estimated $103M sold.

Montrusco Bolton Investments first reported a position in VLTO in Q4 2023 and held it in 1 quarter. The position peaked at $103M in Q4 2023. 1,021 funds tracked by Wall St. Rank hold VLTO as of Q1 2024.

  • Montrusco Bolton Investments reported no remaining Veralto position as of Q1 2024 after selling out during the quarter.
  • Montrusco Bolton Investments sold 1,273,670 Veralto shares in Q1 2024, an estimated $103M.
  • Montrusco Bolton Investments first reported a position in Veralto in Q4 2023 and held it in 1 quarter.
  • Montrusco Bolton Investments's Veralto position peaked at $103M in Q4 2023.
  • 1,021 funds tracked by Wall St. Rank held Veralto as of Q1 2024.

Based on Montrusco Bolton Investments's 13F filing for Q1 2024, filed 30 Apr 2024.