2
FDS icon

2Xideas’s Factset FDS Stock Holding History

2Xideas’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,024
Closed -$2.02M – 62
2022
Q4 		$2.02M Sell
5,024
-79
-2% -$33.6K 0.21% 65
2022
Q3 		$2.04M Buy
+5,103
New +$2.16M 0.22% 70
2022
Q2 		– Sell
-32,473
Closed -$14.1M – 74
2022
Q1 		$14.1M Sell
32,473
-3,898
-11% -$1.64M 0.99% 29
2021
Q4 		$17.7M Buy
36,371
+3,259
+10% +$1.46M 1.07% 20
2021
Q3 		$13.1M Buy
33,112
+3,282
+11% +$1.19M 0.99% 18
2021
Q2 		$10M Buy
29,830
+4,143
+16% +$1.36M 0.9% 34
2021
Q1 		$7.93M Buy
25,687
+3,818
+17% +$1.21M 0.88% 56
2020
Q4 		$7.27M Buy
+21,869
New +$7.23M 0.91% 23

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

2Xideas's FDS Position: Q1 2023 in Review

2Xideas sold out of Factset (FDS) in Q1 2023, closing a stake of 5,024 shares — an estimated $2.02M sold.

2Xideas first reported a position in FDS in Q4 2020 and held it in 8 quarters. The position peaked at $17.7M in Q4 2021. 720 funds tracked by Wall St. Rank hold FDS as of Q1 2023.

  • 2Xideas reported no remaining Factset position as of Q1 2023 after selling out during the quarter.
  • 2Xideas sold 5,024 Factset shares in Q1 2023, an estimated $2.02M.
  • 2Xideas first reported a position in Factset in Q4 2020 and held it in 8 quarters.
  • 2Xideas's Factset position peaked at $17.7M in Q4 2021.
  • 720 funds tracked by Wall St. Rank held Factset as of Q1 2023.

Based on 2Xideas's 13F filing for Q1 2023, filed 11 May 2023.