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Cypress Capital’s Factset FDS Stock Holding History

Cypress Capital’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
Q3 		– Sell
-106
Closed -$43.3K – 177
2024
Q2 		$43.3K Buy
+106
New +$45K 0.01% 123
2022
Q3 		– Sell
-21,216
Closed -$8.16M – 120
2022
Q2 		$8.16M Hold
21,216
– – 1.16% 23
2022
Q1 		$9.21M Hold
21,216
– – 1.13% 23
2021
Q4 		$10.3M Hold
21,216
– – 1.18% 24
2021
Q3 		$8.38M Buy
+21,216
New +$7.71M 1.06% 24

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

Cypress Capital's FDS Position: Q3 2024 in Review

Cypress Capital sold out of Factset (FDS) in Q3 2024, closing a stake of 106 shares — an estimated $43.3K sold.

Cypress Capital first reported a position in FDS in Q3 2021 and held it in 5 quarters. The position peaked at $10.3M in Q4 2021. 830 funds tracked by Wall St. Rank hold FDS as of Q3 2024.

  • Cypress Capital reported no remaining Factset position as of Q3 2024 after selling out during the quarter.
  • Cypress Capital sold 106 Factset shares in Q3 2024, an estimated $43.3K.
  • Cypress Capital first reported a position in Factset in Q3 2021 and held it in 5 quarters.
  • Cypress Capital's Factset position peaked at $10.3M in Q4 2021.
  • 830 funds tracked by Wall St. Rank held Factset as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.