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Pin Oak Investment Advisors’s Veralto VLTO Stock Holding History

Pin Oak Investment Advisors’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
-36
Closed -$3K – 478
2023
Q4 		$3K Sell
36
-10
-22% -$747 ﹤0.01% 424
2023
Q3 		$4K Buy
+46
New +$3.83K ﹤0.01% 405

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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Pin Oak Investment Advisors's VLTO Position: Q1 2024 in Review

Pin Oak Investment Advisors sold out of Veralto (VLTO) in Q1 2024, closing a stake of 36 shares — an estimated $3K sold.

Pin Oak Investment Advisors first reported a position in VLTO in Q3 2023 and held it in 2 quarters. The position peaked at $4K in Q3 2023. 1,024 funds tracked by Wall St. Rank hold VLTO as of Q1 2024.

  • Pin Oak Investment Advisors reported no remaining Veralto position as of Q1 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 36 Veralto shares in Q1 2024, an estimated $3K.
  • Pin Oak Investment Advisors first reported a position in Veralto in Q3 2023 and held it in 2 quarters.
  • Pin Oak Investment Advisors's Veralto position peaked at $4K in Q3 2023.
  • 1,024 funds tracked by Wall St. Rank held Veralto as of Q1 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.