FJ Investments’s Factset FDS Stock Holding History

FJ Investments’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 Q1	–	Sell	-877	Closed	-$418K	–	157
2023 Q4	$418K	Buy	+877	New	+$395K	0.02%	351

Other funds holding FDS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FJ Investments's FDS Position: Q1 2024 in Review

FJ Investments sold out of Factset (FDS) in Q1 2024, closing a stake of 877 shares — an estimated $418K sold.

FJ Investments first reported a position in FDS in Q4 2023 and held it in 1 quarter. The position peaked at $418K in Q4 2023. 781 funds tracked by Wall St. Rank hold FDS as of Q1 2024.

FJ Investments reported no remaining Factset position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 877 Factset shares in Q1 2024, an estimated $418K.
FJ Investments first reported a position in Factset in Q4 2023 and held it in 1 quarter.
FJ Investments's Factset position peaked at $418K in Q4 2023.
781 funds tracked by Wall St. Rank held Factset as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.