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Oak Ridge Investments’s Fortive FTV Stock Holding History

Oak Ridge Investments’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
2020
Q2 		– Sell
-145,575
Closed -$5.07M – 180
2020
Q1 		$5.07M Sell
145,575
-13,301
-8% -$581K 0.52% 76
2019
Q4 		$7.65M Sell
158,876
-23,405
-13% -$1.06M 0.56% 70
2019
Q3 		$7.88M Sell
182,281
-8,043
-4% -$371K 0.59% 70
2019
Q2 		$9.78M Sell
190,324
-15,729
-8% -$817K 0.68% 64
2019
Q1 		$10.9M Buy
206,053
+969
+0.5% +$47.2K 0.69% 61
2018
Q4 		$8.75M Sell
205,084
-8,136
-4% -$382K 0.63% 64
2018
Q3 		$11.3M Sell
213,220
-11,875
-5% -$609K 0.63% 64
2018
Q2 		$10.9M Sell
225,095
-6,281
-3% -$300K 0.62% 65
2018
Q1 		$11.3M Buy
231,376
+60,053
+35% +$2.86M 0.63% 62
2017
Q4 		$7.82M Sell
171,323
-7,049
-4% -$323K 0.37% 89
2017
Q3 		$7.96M Sell
178,372
-41,984
-19% -$1.75M 0.32% 94
2017
Q2 		$8.8M Buy
220,356
+15,085
+7% +$594K 0.28% 94
2017
Q1 		$7.79M Buy
205,271
+57,681
+39% +$2.07M 0.26% 90
2016
Q4 		$4.99M Sell
147,590
-58,333
-28% -$1.93M 0.16% 99
2016
Q3 		$6.61M Buy
+205,923
New +$6.61M 0.17% 99

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Oak Ridge Investments's FTV Position: Q2 2020 in Review

Oak Ridge Investments sold out of Fortive (FTV) in Q2 2020, closing a stake of 145,575 shares — an estimated $5.07M sold.

Oak Ridge Investments first reported a position in FTV in Q3 2016 and held it in 15 quarters. The position peaked at $11.3M in Q3 2018. 722 funds tracked by Wall St. Rank hold FTV as of Q2 2020.

  • Oak Ridge Investments reported no remaining Fortive position as of Q2 2020 after selling out during the quarter.
  • Oak Ridge Investments sold 145,575 Fortive shares in Q2 2020, an estimated $5.07M.
  • Oak Ridge Investments first reported a position in Fortive in Q3 2016 and held it in 15 quarters.
  • Oak Ridge Investments's Fortive position peaked at $11.3M in Q3 2018.
  • 722 funds tracked by Wall St. Rank held Fortive as of Q2 2020.

Based on Oak Ridge Investments's 13F filing for Q2 2020, filed 5 Aug 2020.