Edgestream Partners’s Nice NICE Stock Holding History

Edgestream Partners’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
2023 Q2	–	Sell	-879	Closed	-$201K	–	853
2023 Q1	$201K	Sell	879 -13,230	-94%	-$2.78M	0.02%	526
2022 Q4	$2.71M	Sell	14,109 -30,699	-69%	-$5.91M	0.31%	94
2022 Q3	$8.44M	Buy	44,808 +13,636	+44%	+$2.85M	0.65%	30
2022 Q2	$6M	Sell	31,172 -13,397	-30%	-$2.71M	0.47%	50
2022 Q1	$9.76M	Buy	44,569 +38,771	+669%	+$9.4M	0.78%	15
2021 Q4	$1.76M	Buy	5,798 +4,975	+604%	+$1.44M	0.11%	248
2021 Q3	$234K	Buy	+823	New	+$228K	0.01%	453

Other funds holding NICE

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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

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

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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