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Beck Bode LLC’s Factset FDS Stock Holding History

Beck Bode LLC’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
-13,740
Closed -$6.25M – 113
2025
Q1 		$6.25M Sell
13,740
-141
-1% -$64.2K 1.16% 28
2024
Q4 		$6.67M Sell
13,881
-631
-4% -$300K 1.22% 28
2024
Q3 		$6.67M Buy
+14,512
New +$6.16M 1.26% 28
2019
Q1 		– Sell
-7,287
Closed -$1.46M – 72
2018
Q4 		$1.46M Buy
+7,287
New +$1.6M 0.79% 36

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 $3.37T AUM 44.26% 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

Beck Bode LLC's FDS Position: Q2 2025 in Review

Beck Bode LLC sold out of Factset (FDS) in Q2 2025, closing a stake of 13,740 shares — an estimated $6.25M sold.

Beck Bode LLC first reported a position in FDS in Q4 2018 and held it in 4 quarters. The position peaked at $6.67M in Q3 2024. 836 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

  • Beck Bode LLC reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
  • Beck Bode LLC sold 13,740 Factset shares in Q2 2025, an estimated $6.25M.
  • Beck Bode LLC first reported a position in Factset in Q4 2018 and held it in 4 quarters.
  • Beck Bode LLC's Factset position peaked at $6.67M in Q3 2024.
  • 836 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on Beck Bode LLC's 13F filing for Q2 2025, filed 8 Aug 2025.