Calamos Advisors’s Factset FDS Stock Holding History

Calamos Advisors’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 Q1	–	Sell	-1,847	Closed	-$741K	–	1161
2022 Q4	$741K	Sell	1,847 -1,223	-40%	-$521K	﹤0.01%	889
2022 Q3	$1.23M	Buy	+3,070	New	+$1.3M	0.01%	921
2014 Q3	–	Sell	-1,860	Closed	-$224K	–	653
2014 Q2	$224K	Buy	+1,860	New	+$202K	﹤0.01%	634

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

Calamos Advisors's FDS Position: Q1 2023 in Review

Calamos Advisors sold out of Factset (FDS) in Q1 2023, closing a stake of 1,847 shares — an estimated $741K sold.

Calamos Advisors first reported a position in FDS in Q2 2014 and held it in 3 quarters. The position peaked at $1.23M in Q3 2022. 720 funds tracked by Wall St. Rank hold FDS as of Q1 2023.

Calamos Advisors reported no remaining Factset position as of Q1 2023 after selling out during the quarter.
Calamos Advisors sold 1,847 Factset shares in Q1 2023, an estimated $741K.
Calamos Advisors first reported a position in Factset in Q2 2014 and held it in 3 quarters.
Calamos Advisors's Factset position peaked at $1.23M in Q3 2022.
720 funds tracked by Wall St. Rank held Factset as of Q1 2023.

Based on Calamos Advisors's 13F filing for Q1 2023, filed 4 May 2023.