EGM
FDS icon

Engineers Gate Manager’s Factset FDS Stock Holding History

Engineers Gate Manager’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
2026
Q1 		– Sell
-3,540
Closed -$1.03M – 2291
2025
Q4 		$1.03M Sell
3,540
-4,665
-57% -$1.31M 0.01% 1018
2025
Q3 		$2.35M Buy
+8,205
New +$3.13M 0.03% 684
2025
Q1 		– Sell
-2,008
Closed -$964K – 2281
2024
Q4 		$964K Buy
2,008
+550
+38% +$261K 0.02% 1030
2024
Q3 		$670K Buy
1,458
+648
+80% +$275K 0.01% 1238
2024
Q2 		$331K Sell
810
-860
-51% -$365K 0.01% 1413
2024
Q1 		$759K Buy
+1,670
New +$779K 0.02% 974
2023
Q3 		– Sell
-1,292
Closed -$518K – 1889
2023
Q2 		$518K Sell
1,292
-1,196
-48% -$482K 0.02% 1023
2023
Q1 		$1.03M Sell
2,488
-2,718
-52% -$1.13M 0.04% 612
2022
Q4 		$2.09M Buy
5,206
+4,329
+494% +$1.84M 0.13% 178
2022
Q3 		$351K Sell
877
-891
-50% -$377K 0.02% 1022
2022
Q2 		$680K Buy
1,768
+1,118
+172% +$438K 0.02% 935
2022
Q1 		$282K Sell
650
-35
-5% -$14.8K 0.01% 1438
2021
Q4 		$333K Sell
685
-180
-21% -$80.7K 0.02% 1329
2021
Q3 		$341K Sell
865
-499
-37% -$181K 0.02% 1114
2021
Q2 		$458K Sell
1,364
-2,606
-66% -$853K 0.03% 879
2021
Q1 		$1.23M Sell
3,970
-9,053
-70% -$2.86M 0.06% 497
2020
Q4 		$4.33M Buy
13,023
+11,823
+985% +$3.91M 0.19% 115
2020
Q3 		$402K Sell
1,200
-500
-29% -$173K 0.02% 1103
2020
Q2 		$558K Buy
+1,700
New +$491K 0.03% 895
2020
Q1 		– Sell
-12,851
Closed -$3.45M – 1681
2019
Q4 		$3.45M Sell
12,851
-15,962
-55% -$4.1M 0.15% 171
2019
Q3 		$7M Buy
+28,813
New +$7.99M 0.36% 48

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Engineers Gate Manager's FDS Position: Q1 2026 in Review

Engineers Gate Manager sold out of Factset (FDS) in Q1 2026, closing a stake of 3,540 shares — an estimated $1.03M sold.

Engineers Gate Manager first reported a position in FDS in Q3 2019 and held it in 21 quarters. The position peaked at $7M in Q3 2019. 721 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Engineers Gate Manager reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Engineers Gate Manager sold 3,540 Factset shares in Q1 2026, an estimated $1.03M.
  • Engineers Gate Manager first reported a position in Factset in Q3 2019 and held it in 21 quarters.
  • Engineers Gate Manager's Factset position peaked at $7M in Q3 2019.
  • 721 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.