Capital Group Private Client Services’s Nice NICE Stock Holding History

Capital Group Private Client Services’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
2024 Q3	–	Sell	-11,275	Closed	-$1.94M	–	274
2024 Q2	$1.94M	Sell	11,275 -47,312	-81%	-$9.73M	0.02%	202
2024 Q1	$15.3M	Buy	58,587 +9,907	+20%	+$2.25M	0.16%	130
2023 Q4	$9.71M	Sell	48,680 -22,508	-32%	-$4.05M	0.1%	139
2023 Q3	$12.1M	Sell	71,188 -4,198	-6%	-$835K	0.15%	121
2023 Q2	$15.6M	Buy	75,386 +14,462	+24%	+$2.98M	0.18%	110
2023 Q1	$13.9M	Buy	60,924 +42,728	+235%	+$8.97M	0.17%	117
2022 Q4	$3.5M	Sell	18,196 -1,913	-10%	-$368K	0.04%	162
2022 Q3	$3.79M	Sell	20,109 -2,806	-12%	-$586K	0.05%	162
2022 Q2	$4.41M	Sell	22,915 -28,353	-55%	-$5.74M	0.06%	161
2022 Q1	$11.2M	Buy	51,268 +1,162	+2%	+$282K	0.12%	131
2021 Q4	$15.2M	Buy	50,106 +345	+0.7%	+$99.6K	0.16%	118
2021 Q3	$14.1M	Buy	+49,761	New	+$13.8M	0.16%	116

Other funds holding NICE

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Artisan Partners

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