Destination Wealth Management’s Nice NICE Stock Holding History

Destination Wealth Management’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
2025 Q2	–	Sell	-1,781	Closed	-$275K	–	277
2025 Q1	$275K	Hold	1,781	–	–	0.01%	211
2024 Q4	$302K	Hold	1,781	–	–	0.01%	199
2024 Q3	$309K	Buy	+1,781	New	+$306K	0.01%	191
2019 Q3	–	Sell	-93	Closed	-$13K	–	375
2019 Q2	$13K	Hold	93	–	–	﹤0.01%	417
2019 Q1	$11K	Buy	+93	New	+$10.5K	﹤0.01%	456
2018 Q4	–	Sell	-19	Closed	-$2K	–	651
2018 Q3	$2K	Buy	+19	New	+$2.13K	﹤0.01%	587
2018 Q2	–	Sell	-381	Closed	-$36K	–	604
2018 Q1	$36K	Buy	+381	New	+$35.5K	﹤0.01%	289

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return