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Altman Advisors’s Factset FDS Stock Holding History

Altman Advisors’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
2020
Q1 		– Sell
-6,665
Closed -$1.79M – 81
2019
Q4 		$1.79M Buy
6,665
+39
+0.6% +$10K 1.43% 42
2019
Q3 		$1.61M Buy
6,626
+17
+0.3% +$4.72K 1.36% 45
2019
Q2 		$1.89M Sell
6,609
-806
-11% -$223K 1.59% 36
2019
Q1 		$1.84M Buy
+7,415
New +$1.66M 1.7% 34

Other funds holding FDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altman Advisors's FDS Position: Q1 2020 in Review

Altman Advisors sold out of Factset (FDS) in Q1 2020, closing a stake of 6,665 shares — an estimated $1.79M sold.

Altman Advisors first reported a position in FDS in Q1 2019 and held it in 4 quarters. The position peaked at $1.89M in Q2 2019. 501 funds tracked by Wall St. Rank hold FDS as of Q1 2020.

  • Altman Advisors reported no remaining Factset position as of Q1 2020 after selling out during the quarter.
  • Altman Advisors sold 6,665 Factset shares in Q1 2020, an estimated $1.79M.
  • Altman Advisors first reported a position in Factset in Q1 2019 and held it in 4 quarters.
  • Altman Advisors's Factset position peaked at $1.89M in Q2 2019.
  • 501 funds tracked by Wall St. Rank held Factset as of Q1 2020.

Based on Altman Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.