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Cumberland Partners’s Factset FDS Stock Holding History

Cumberland 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
2025
Q1 		– Sell
-1,750
Closed -$840K – 180
2024
Q4 		$840K Buy
+1,750
New +$831K 0.06% 134
2018
Q4 		– Sell
-1,000
Closed -$224K – 175
2018
Q3 		$224K Sell
1,000
-1,000
-50% -$217K 0.02% 174
2018
Q2 		$396K Buy
+2,000
New +$400K 0.04% 160

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Cumberland Partners's FDS Position: Q1 2025 in Review

Cumberland Partners sold out of Factset (FDS) in Q1 2025, closing a stake of 1,750 shares — an estimated $840K sold.

Cumberland Partners first reported a position in FDS in Q2 2018 and held it in 3 quarters. The position peaked at $840K in Q4 2024. 828 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

  • Cumberland Partners reported no remaining Factset position as of Q1 2025 after selling out during the quarter.
  • Cumberland Partners sold 1,750 Factset shares in Q1 2025, an estimated $840K.
  • Cumberland Partners first reported a position in Factset in Q2 2018 and held it in 3 quarters.
  • Cumberland Partners's Factset position peaked at $840K in Q4 2024.
  • 828 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on Cumberland Partners's 13F filing for Q1 2025, filed 9 May 2025.