6 Meridian’s Factset FDS Stock Holding History

6 Meridian’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
2021 Q4	$298K	Buy	613 +2	+0.3%	+$897	0.02%	215
2021 Q3	$241K	Buy	+611	New	+$222K	0.02%	231
2018 Q1	–	Sell	-2,734	Closed	-$527K	–	448
2017 Q4	$527K	Buy	+2,734	New	+$525K	0.06%	205

Other funds holding FDS

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

6 Meridian's FDS Position: Q4 2021 in Review

6 Meridian increased its Factset (FDS) stake by 0.33% in Q4 2021, buying an estimated $897 and bringing the position to 613 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #215.

6 Meridian first reported a position in FDS in Q4 2017 and has held it in 3 quarters since. The position peaked at $527K in Q4 2017. 694 funds tracked by Wall St. Rank hold FDS as of Q4 2021.

6 Meridian held 613 shares of Factset worth $298K as of Q4 2021.
6 Meridian bought 2 Factset shares in Q4 2021, an estimated $897.
Factset made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #215 holding.
6 Meridian first reported a position in Factset in Q4 2017 and has held it in 3 quarters since.
6 Meridian's Factset position peaked at $527K in Q4 2017.
694 funds tracked by Wall St. Rank held Factset as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.