Buckingham Capital Management (Ohio)’s Factset FDS Stock Holding History

Buckingham Capital Management (Ohio)’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
2024 Q4	$223K	Sell	465 -5	-1%	-$2.38K	0.03%	125
2024 Q3	$216K	Buy	+470	New	+$200K	0.02%	133
2024 Q2	–	Sell	-470	Closed	-$214K	–	136
2024 Q1	$214K	Hold	470	–	–	0.03%	123
2023 Q4	$224K	Hold	470	–	–	0.03%	111
2023 Q3	$206K	Buy	+470	New	+$200K	0.03%	110
2022 Q2	–	Sell	-465	Closed	-$202K	–	118
2022 Q1	$202K	Hold	465	–	–	0.03%	118
2021 Q4	$226K	Buy	+465	New	+$209K	0.04%	113

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Buckingham Capital Management (Ohio)'s FDS Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its Factset (FDS) stake by 1.1% in Q4 2024, selling an estimated $2.38K and leaving 465 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #125.

Buckingham Capital Management (Ohio) first reported a position in FDS in Q4 2021 and has held it in 7 quarters since. The position peaked at $226K in Q4 2021. 846 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

Buckingham Capital Management (Ohio) held 465 shares of Factset worth $223K as of Q4 2024.
Buckingham Capital Management (Ohio) sold 5 Factset shares in Q4 2024, an estimated $2.38K.
Factset made up 0.03% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #125 holding.
Buckingham Capital Management (Ohio) first reported a position in Factset in Q4 2021 and has held it in 7 quarters since.
Buckingham Capital Management (Ohio)'s Factset position peaked at $226K in Q4 2021.
846 funds tracked by Wall St. Rank held Factset as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.