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Crewe Advisors’s Nice NICE Stock Holding History

Crewe Advisors’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
2026
Q1 		$552 Hold
5
– – ﹤0.01% 988
2025
Q4 		$566 Hold
5
– – ﹤0.01% 1032
2025
Q3 		$724 Hold
5
– – ﹤0.01% 930
2025
Q2 		$845 Hold
5
– – ﹤0.01% 624
2025
Q1 		$771 Hold
5
– – ﹤0.01% 603
2024
Q4 		$850 Hold
5
– – ﹤0.01% 535
2024
Q3 		$869 Hold
5
– – ﹤0.01% 645
2024
Q2 		$860 Sell
5
-2
-29% -$411 ﹤0.01% 898
2024
Q1 		$1.82K Buy
+7
New +$1.59K ﹤0.01% 856
2023
Q4 		– Sell
-5
Closed -$850 – 603
2023
Q3 		$850 Hold
5
– – ﹤0.01% 370
2023
Q2 		$1.03K Hold
5
– – ﹤0.01% 575
2023
Q1 		$1.15K Hold
5
– – ﹤0.01% 748
2022
Q4 		$962 Hold
5
– – ﹤0.01% 927
2022
Q3 		$1K Hold
5
– – ﹤0.01% 1168
2022
Q2 		$1K Buy
+5
New +$1.01K ﹤0.01% 1086
2020
Q4 		– Sell
-5
Closed -$1K – 583
2020
Q3 		$1K Buy
+5
New +$1.06K ﹤0.01% 596

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return