Sugarloaf Wealth Management’s Fortive FTV Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$39.4K	Hold	697	–	–	0.01%	323
2024 Q3	$41.4K	Hold	697	–	–	0.01%	322
2024 Q2	$38.9K	Hold	697	–	–	0.01%	322
2024 Q1	$45.2K	Hold	697	–	–	0.01%	302
2023 Q4	$38.7K	Hold	697	–	–	0.01%	312
2023 Q3	$38.9K	Hold	697	–	–	0.01%	313
2023 Q2	$39.3K	Hold	697	–	–	0.01%	317
2023 Q1	$35.8K	Hold	697	–	–	0.01%	329
2022 Q4	$33.7K	Hold	697	–	–	0.01%	336
2022 Q3	$31K	Hold	697	–	–	0.01%	357
2022 Q2	$29K	Hold	697	–	–	0.01%	362
2022 Q1	$32K	Hold	697	–	–	0.01%	340
2021 Q4	$40K	Hold	697	–	–	0.01%	322
2021 Q3	$37K	Hold	697	–	–	0.01%	321
2021 Q2	$37K	Hold	697	–	–	0.01%	316
2021 Q1	$37	Hold	697	–	–	0.01%	313
2020 Q4	$37K	Sell	697 -136	-16%	-$6.99K	0.01%	285
2020 Q3	$40K	Hold	833	–	–	0.01%	259
2020 Q2	$36K	Hold	833	–	–	0.01%	278
2020 Q1	$29K	Hold	833	–	–	0.01%	280
2019 Q4	$40K	Buy	+833	New	+$37.6K	0.02%	274

Other funds holding FTV

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sugarloaf Wealth Management's FTV Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Fortive (FTV) position steady in Q4 2024 at 697 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #323.

Sugarloaf Wealth Management first reported a position in FTV in Q4 2019 and has held it in 21 quarters since. The position peaked at $45.2K in Q1 2024. 854 funds tracked by Wall St. Rank hold FTV as of Q4 2024.

Sugarloaf Wealth Management held 697 shares of Fortive worth $39.4K as of Q4 2024.
Sugarloaf Wealth Management left its Fortive share count unchanged in Q4 2024.
Fortive made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #323 holding.
Sugarloaf Wealth Management first reported a position in Fortive in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Fortive position peaked at $45.2K in Q1 2024.
854 funds tracked by Wall St. Rank held Fortive as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.