E. Ohman J:or Asset Management’s Factset FDS Stock Holding History

E. Ohman J:or Asset Management’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 Q4	–	Sell	-1,604	Closed	-$460K	–	485
2025 Q3	$460K	Hold	1,604	–	–	0.01%	386
2025 Q2	$717K	Sell	1,604 -200	-11%	-$87.6K	0.02%	318
2025 Q1	$820K	Hold	1,804	–	–	0.02%	297
2024 Q4	$866K	Buy	1,804 +350	+24%	+$166K	0.02%	303
2024 Q3	$669K	Hold	1,454	–	–	0.02%	327
2024 Q2	$594K	Hold	1,454	–	–	0.01%	335
2024 Q1	$661K	Hold	1,454	–	–	0.02%	316
2023 Q4	$694K	Sell	1,454 -400	-22%	-$180K	0.03%	283
2023 Q3	$811K	Hold	1,854	–	–	0.03%	270
2023 Q2	$743K	Buy	1,854 +300	+19%	+$121K	0.03%	298
2023 Q1	$645K	Hold	1,554	–	–	0.03%	310
2022 Q4	$623K	Buy	1,554 +100	+7%	+$42.6K	0.03%	310
2022 Q3	$582K	Hold	1,454	–	–	0.03%	304
2022 Q2	$559K	Hold	1,454	–	–	0.02%	334
2022 Q1	$631K	Sell	1,454 -500	-26%	-$211K	0.02%	350
2021 Q4	$950K	Hold	1,954	–	–	0.03%	311
2021 Q3	$771K	Buy	1,954 +200	+11%	+$72.7K	0.02%	341
2021 Q2	$589K	Hold	1,754	–	–	0.02%	388
2021 Q1	$541K	Hold	1,754	–	–	0.02%	361
2020 Q4	$583K	Hold	1,754	–	–	0.02%	306
2020 Q3	$587K	Buy	1,754 +400	+30%	+$138K	0.03%	255
2020 Q2	$445K	Hold	1,354	–	–	0.03%	273
2020 Q1	$353K	Sell	1,354 -600	-31%	-$163K	0.03%	266
2019 Q4	$524K	Buy	1,954 +954	+95%	+$245K	0.03%	298
2019 Q3	$243K	Hold	1,000	–	–	0.02%	333
2019 Q2	$287K	Buy	+1,000	New	+$277K	0.02%	322

Other funds holding FDS

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

E. Ohman J:or Asset Management's FDS Position: Q4 2025 in Review

E. Ohman J:or Asset Management sold out of Factset (FDS) in Q4 2025, closing a stake of 1,604 shares — an estimated $460K sold.

E. Ohman J:or Asset Management first reported a position in FDS in Q2 2019 and held it in 26 quarters. The position peaked at $950K in Q4 2021. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

E. Ohman J:or Asset Management reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
E. Ohman J:or Asset Management sold 1,604 Factset shares in Q4 2025, an estimated $460K.
E. Ohman J:or Asset Management first reported a position in Factset in Q2 2019 and held it in 26 quarters.
E. Ohman J:or Asset Management's Factset position peaked at $950K in Q4 2021.
797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.