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Simplicity Solutions’s Fortive FTV Stock Holding History

Simplicity Solutions’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
2023
Q4 		$490K Buy
8,834
+3,146
+55% +$166K 0.01% 670
2023
Q3 		$318K Sell
5,688
-761
-12% -$43.8K 0.01% 746
2023
Q2 		$363K Sell
6,449
-179
-3% -$9.04K 0.01% 765
2023
Q1 		$340K Buy
+6,628
New +$333K 0.01% 806

Other funds holding FTV

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's FTV Position: Q4 2023 in Review

Simplicity Solutions increased its Fortive (FTV) stake by 55% in Q4 2023, buying an estimated $166K and bringing the position to 8,834 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #670.

Simplicity Solutions first reported a position in FTV in Q1 2023 and has held it in 4 quarters since. 816 funds tracked by Wall St. Rank hold FTV as of Q4 2023.

  • Simplicity Solutions held 8,834 shares of Fortive worth $490K as of Q4 2023.
  • Simplicity Solutions bought 3,146 Fortive shares in Q4 2023, an estimated $166K.
  • Fortive made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #670 holding.
  • Simplicity Solutions first reported a position in Fortive in Q1 2023 and has held it in 4 quarters since.
  • 816 funds tracked by Wall St. Rank held Fortive as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.