Human Investing’s Factset FDS Stock Holding History

Human Investing’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
2021 Q2	–	Sell	-44	Closed	-$14K	–	173
2021 Q1	$14K	Hold	44	–	–	﹤0.01%	219
2020 Q4	$15K	Hold	44	–	–	﹤0.01%	209
2020 Q3	$15K	Hold	44	–	–	﹤0.01%	208
2020 Q2	$14K	Buy	+44	New	+$12.7K	﹤0.01%	210

Other funds holding FDS

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

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

BAMCO Inc New York $33.1B AUM 11.16% 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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Human Investing's FDS Position: Q2 2021 in Review

Human Investing sold out of Factset (FDS) in Q2 2021, closing a stake of 44 shares — an estimated $14K sold.

Human Investing first reported a position in FDS in Q2 2020 and held it in 4 quarters. The position peaked at $15K in Q4 2020. 594 funds tracked by Wall St. Rank hold FDS as of Q2 2021.

Human Investing reported no remaining Factset position as of Q2 2021 after selling out during the quarter.
Human Investing sold 44 Factset shares in Q2 2021, an estimated $14K.
Human Investing first reported a position in Factset in Q2 2020 and held it in 4 quarters.
Human Investing's Factset position peaked at $15K in Q4 2020.
594 funds tracked by Wall St. Rank held Factset as of Q2 2021.

Based on Human Investing's 13F filing for Q2 2021, filed 2 Aug 2021.