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Waverton Investment Management’s Fortive FTV Stock Holding History

Waverton Investment 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 		– Sell
-3,402
Closed -$202K – 104
2024
Q3 		$202K Buy
+3,402
New +$187K ﹤0.01% 97
2019
Q3 		– Sell
-16,322
Closed -$839K – 83
2019
Q2 		$839K Buy
16,322
+301
+2% +$15.6K 0.04% 66
2019
Q1 		$848K Buy
+16,021
New +$780K 0.04% 61

Other funds holding FTV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Waverton Investment Management's FTV Position: Q4 2024 in Review

Waverton Investment Management sold out of Fortive (FTV) in Q4 2024, closing a stake of 3,402 shares — an estimated $202K sold.

Waverton Investment Management first reported a position in FTV in Q1 2019 and held it in 3 quarters. The position peaked at $848K in Q1 2019. 855 funds tracked by Wall St. Rank hold FTV as of Q4 2024.

  • Waverton Investment Management reported no remaining Fortive position as of Q4 2024 after selling out during the quarter.
  • Waverton Investment Management sold 3,402 Fortive shares in Q4 2024, an estimated $202K.
  • Waverton Investment Management first reported a position in Fortive in Q1 2019 and held it in 3 quarters.
  • Waverton Investment Management's Fortive position peaked at $848K in Q1 2019.
  • 855 funds tracked by Wall St. Rank held Fortive as of Q4 2024.

Based on Waverton Investment Management's 13F filing for Q4 2024, filed 4 Feb 2025.