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Steward Financial Group’s Fortive FTV Stock Holding History

Steward Financial Group’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
Q3 		$14K Buy
+259
New +$14.9K ﹤0.01% 305
2023
Q2 		– Sell
-127
Closed -$6K – 671
2023
Q1 		$6K Buy
127
+75
+144% +$3.77K ﹤0.01% 278
2022
Q4 		$2K Buy
+52
New +$2.52K ﹤0.01% 325
2022
Q3 		– Sell
-77
Closed -$3K – 549
2022
Q2 		$3K Buy
+77
New +$3.4K ﹤0.01% 447

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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Financial Group's FTV Position: Q3 2023 in Review

Steward Financial Group opened a new position in Fortive (FTV) in Q3 2023: 259 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FTV as recently as Q1 2023.

Steward Financial Group first reported a position in FTV in Q2 2022 and has held it in 4 quarters since. 775 funds tracked by Wall St. Rank hold FTV as of Q3 2023.

  • Steward Financial Group held 259 shares of Fortive worth $14K as of Q3 2023.
  • Fortive was a new Steward Financial Group position in Q3 2023.
  • Fortive made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #305 holding.
  • Steward Financial Group first reported a position in Fortive in Q2 2022 and has held it in 4 quarters since.
  • 775 funds tracked by Wall St. Rank held Fortive as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.