AIM
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Achmea Investment Management’s Factset FDS Stock Holding History

Achmea Investment Management’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
2025
Q2 		– Sell
-3,152
Closed -$1.43M – 346
2025
Q1 		$1.43M Hold
3,152
– – 0.02% 303
2024
Q4 		$1.51M Sell
3,152
-2,789
-47% -$1.33M 0.02% 313
2024
Q3 		$2.73M Sell
5,941
-3,547
-37% -$1.51M 0.05% 281
2024
Q2 		$3.87M Buy
9,488
+1,044
+12% +$444K 0.07% 242
2024
Q1 		$3.84M Hold
8,444
– – 0.07% 251
2023
Q4 		$4.03M Buy
8,444
+2,115
+33% +$952K 0.08% 239
2023
Q3 		$2.77M Buy
6,329
+2,174
+52% +$926K 0.06% 281
2023
Q2 		$1.67M Buy
4,155
+1,002
+32% +$404K 0.04% 358
2023
Q1 		$1.31M Hold
3,153
– – 0.04% 358
2022
Q4 		$1.19M Hold
3,153
– – 0.04% 371
2022
Q3 		$1.26M Sell
3,153
-1,843
-37% -$780K 0.04% 358
2022
Q2 		$1.92M Buy
4,996
+155
+3% +$60.7K 0.06% 293
2022
Q1 		$2.1M Buy
4,841
+3,057
+171% +$1.29M 0.05% 318
2021
Q4 		$867K Hold
1,784
– – 0.04% 262
2021
Q3 		$705K Buy
1,784
+61
+4% +$22.2K 0.02% 486
2021
Q2 		$579K Sell
1,723
-1,799
-51% -$589K 0.02% 493
2021
Q1 		$1.09M Sell
3,522
-242
-6% -$76.6K 0.04% 404
2020
Q4 		$1.25M Buy
3,764
+11
+0.3% +$3.63K 0.05% 375
2020
Q3 		$1.26M Buy
+3,753
New +$1.3M 0.05% 329
2020
Q1 		– Sell
-470
Closed -$126K – 359
2019
Q4 		$126K Sell
470
-3,638
-89% -$934K ﹤0.01% 522
2019
Q3 		$999K Hold
4,108
– – 0.04% 360
2019
Q2 		$1.18M Buy
+4,108
New +$1.14M 0.05% 356

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Achmea Investment Management's FDS Position: Q2 2025 in Review

Achmea Investment Management sold out of Factset (FDS) in Q2 2025, closing a stake of 3,152 shares — an estimated $1.43M sold.

Achmea Investment Management first reported a position in FDS in Q2 2019 and held it in 22 quarters. The position peaked at $4.03M in Q4 2023. 837 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

  • Achmea Investment Management reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
  • Achmea Investment Management sold 3,152 Factset shares in Q2 2025, an estimated $1.43M.
  • Achmea Investment Management first reported a position in Factset in Q2 2019 and held it in 22 quarters.
  • Achmea Investment Management's Factset position peaked at $4.03M in Q4 2023.
  • 837 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on Achmea Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.