Asahi Life Asset Management’s Factset FDS Stock Holding History

Asahi Life Asset 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 Q1	–	Sell	-730	Closed	-$351K	–	176
2024 Q4	$351K	Buy	+730	New	+$347K	0.21%	110

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Asahi Life Asset Management's FDS Position: Q1 2025 in Review

Asahi Life Asset Management sold out of Factset (FDS) in Q1 2025, closing a stake of 730 shares — an estimated $351K sold.

Asahi Life Asset Management first reported a position in FDS in Q4 2024 and held it in 1 quarter. The position peaked at $351K in Q4 2024. 826 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

Asahi Life Asset Management reported no remaining Factset position as of Q1 2025 after selling out during the quarter.
Asahi Life Asset Management sold 730 Factset shares in Q1 2025, an estimated $351K.
Asahi Life Asset Management first reported a position in Factset in Q4 2024 and held it in 1 quarter.
Asahi Life Asset Management's Factset position peaked at $351K in Q4 2024.
826 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on Asahi Life Asset Management's 13F filing for Q1 2025, filed 2 May 2025.