Baker Avenue Asset Management’s Nice NICE Stock Holding History

Baker Avenue Asset Management’s Portfolio NICE Stock Details NICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,794	Closed	-$2.85M	–	490
2024 Q4	$2.85M	Buy	16,794 +111	+0.7%	+$19.8K	0.09%	157
2024 Q3	$2.9M	Buy	+16,683	New	+$2.86M	0.09%	151
2023 Q4	–	Sell	-29	Closed	-$4.93K	–	1096
2023 Q3	$4.93K	Hold	29	–	–	﹤0.01%	952
2023 Q2	$5.99K	Sell	29 -4	-12%	-$825	﹤0.01%	824
2023 Q1	$7.55K	Buy	33 +4	+14%	+$840	﹤0.01%	806
2022 Q4	$5.58K	Buy	+29	New	+$5.58K	﹤0.01%	799

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return