Valeo Financial Advisors’s ITT ITT Stock Holding History

Valeo Financial Advisors’s Portfolio ITT Stock Details ITT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,045	Closed	-$396K	–	694
2023 Q3	$396K	Buy	+4,045	New	+$397K	0.02%	389
2021 Q2	–	Sell	-7	Closed	-$1K	–	1160
2021 Q1	$1K	Buy	+7	New	+$577	﹤0.01%	1896
2019 Q2	–	Sell	-20	Closed	-$1K	–	1608
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	1456
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	1385
2018 Q3	$1K	Buy	+20	New	+$1.16K	﹤0.01%	1633

Other funds holding ITT

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Valeo Financial Advisors's ITT Position: Q4 2023 in Review

Valeo Financial Advisors sold out of ITT (ITT) in Q4 2023, closing a stake of 4,045 shares — an estimated $396K sold.

Valeo Financial Advisors first reported a position in ITT in Q3 2018 and held it in 5 quarters. The position peaked at $396K in Q3 2023. 467 funds tracked by Wall St. Rank hold ITT as of Q4 2023.

Valeo Financial Advisors reported no remaining ITT position as of Q4 2023 after selling out during the quarter.
Valeo Financial Advisors sold 4,045 ITT shares in Q4 2023, an estimated $396K.
Valeo Financial Advisors first reported a position in ITT in Q3 2018 and held it in 5 quarters.
Valeo Financial Advisors's ITT position peaked at $396K in Q3 2023.
467 funds tracked by Wall St. Rank held ITT as of Q4 2023.

Based on Valeo Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.