Clarkston Capital Partners’s Factset FDS Stock Holding History

Clarkston Capital Partners’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
2020 Q1	–	Sell	-10,225	Closed	-$2.74M	–	110
2019 Q4	$2.74M	Hold	10,225	–	–	0.08%	52
2019 Q3	$2.48M	Hold	10,225	–	–	0.08%	54
2019 Q2	$2.93M	Hold	10,225	–	–	0.1%	53
2019 Q1	$2.54M	Hold	10,225	–	–	0.08%	58
2018 Q4	$2.05M	Hold	10,225	–	–	0.08%	57
2018 Q3	$2.29M	Hold	10,225	–	–	0.08%	55
2018 Q2	$2.03M	Hold	10,225	–	–	0.08%	55
2018 Q1	$2.04M	Buy	10,225 +175	+2%	+$35.3K	0.08%	55
2017 Q4	$1.94M	Hold	10,050	–	–	0.08%	55
2017 Q3	$1.81M	Hold	10,050	–	–	0.07%	56
2017 Q2	$1.67M	Buy	10,050 +8,075	+409%	+$1.32M	0.07%	56
2017 Q1	$326K	Buy	+1,975	New	+$345K	0.02%	81

Other funds holding FDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clarkston Capital Partners's FDS Position: Q1 2020 in Review

Clarkston Capital Partners sold out of Factset (FDS) in Q1 2020, closing a stake of 10,225 shares — an estimated $2.74M sold.

Clarkston Capital Partners first reported a position in FDS in Q1 2017 and held it in 12 quarters. The position peaked at $2.93M in Q2 2019. 502 funds tracked by Wall St. Rank hold FDS as of Q1 2020.

Clarkston Capital Partners reported no remaining Factset position as of Q1 2020 after selling out during the quarter.
Clarkston Capital Partners sold 10,225 Factset shares in Q1 2020, an estimated $2.74M.
Clarkston Capital Partners first reported a position in Factset in Q1 2017 and held it in 12 quarters.
Clarkston Capital Partners's Factset position peaked at $2.93M in Q2 2019.
502 funds tracked by Wall St. Rank held Factset as of Q1 2020.

Based on Clarkston Capital Partners's 13F filing for Q1 2020, filed 12 May 2020.