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Chilton Capital Management’s Factset FDS Stock Holding History

Chilton Capital Management’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 		– Sell
-5
Closed -$2.3K – 601
2024
Q3 		$2.3K Hold
5
– – ﹤0.01% 596
2024
Q2 		$2.04K Buy
+5
New +$2.13K ﹤0.01% 565

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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $1.61T AUM 30.72% 1-Year Est. Return

Chilton Capital Management's FDS Position: Q4 2024 in Review

Chilton Capital Management sold out of Factset (FDS) in Q4 2024, closing a stake of 5 shares — an estimated $2.3K sold.

Chilton Capital Management first reported a position in FDS in Q2 2024 and held it in 2 quarters. The position peaked at $2.3K in Q3 2024. 845 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

  • Chilton Capital Management reported no remaining Factset position as of Q4 2024 after selling out during the quarter.
  • Chilton Capital Management sold 5 Factset shares in Q4 2024, an estimated $2.3K.
  • Chilton Capital Management first reported a position in Factset in Q2 2024 and held it in 2 quarters.
  • Chilton Capital Management's Factset position peaked at $2.3K in Q3 2024.
  • 845 funds tracked by Wall St. Rank held Factset as of Q4 2024.

Based on Chilton Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.