Axiom Investors’s Factset FDS Stock Holding History

Axiom Investors’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 Q2	–	Sell	-2,182	Closed	-$906K	–	134
2023 Q1	$906K	Sell	2,182 -1,258	-37%	-$524K	0.01%	123
2022 Q4	$1.38M	Buy	3,440 +293	+9%	+$125K	0.03%	109
2022 Q3	$1.26M	Buy	+3,147	New	+$1.33M	0.03%	114

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axiom Investors's FDS Position: Q2 2023 in Review

Axiom Investors sold out of Factset (FDS) in Q2 2023, closing a stake of 2,182 shares — an estimated $906K sold.

Axiom Investors first reported a position in FDS in Q3 2022 and held it in 3 quarters. The position peaked at $1.38M in Q4 2022. 735 funds tracked by Wall St. Rank hold FDS as of Q2 2023.

Axiom Investors reported no remaining Factset position as of Q2 2023 after selling out during the quarter.
Axiom Investors sold 2,182 Factset shares in Q2 2023, an estimated $906K.
Axiom Investors first reported a position in Factset in Q3 2022 and held it in 3 quarters.
Axiom Investors's Factset position peaked at $1.38M in Q4 2022.
735 funds tracked by Wall St. Rank held Factset as of Q2 2023.

Based on Axiom Investors's 13F filing for Q2 2023, filed 10 Aug 2023.