West Branch Capital’s Veralto VLTO Stock Holding History

West Branch Capital’s Portfolio VLTO Stock Details VLTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-51	Closed	–	–	471
2023 Q3	$0	Buy	+51	New	+$4.25K	﹤0.01%	454

Other funds holding VLTO

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Branch Capital's VLTO Position: Q4 2023 in Review

West Branch Capital sold out of Veralto (VLTO) in Q4 2023, closing a stake of 51 shares.

West Branch Capital first reported a position in VLTO in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 1,048 funds tracked by Wall St. Rank hold VLTO as of Q4 2023.

West Branch Capital reported no remaining Veralto position as of Q4 2023 after selling out during the quarter.
West Branch Capital sold 51 Veralto shares in Q4 2023.
West Branch Capital first reported a position in Veralto in Q3 2023 and held it in 1 quarter.
West Branch Capital's Veralto position peaked at $0 in Q3 2023.
1,048 funds tracked by Wall St. Rank held Veralto as of Q4 2023.

Based on West Branch Capital's 13F filing for Q4 2023, filed 19 Jan 2024.