IRC
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Investors Research Corp’s Factset FDS Stock Holding History

Investors Research Corp’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
2023
Q4 		– Sell
-17
Closed -$7.43K – 1074
2023
Q3 		$7.43K Hold
17
– – ﹤0.01% 782
2023
Q2 		$6.81K Hold
17
– – ﹤0.01% 819
2023
Q1 		$7.06K Hold
17
– – ﹤0.01% 825
2022
Q4 		$6.82K Hold
17
– – ﹤0.01% 830
2022
Q3 		$7K Buy
17
+8
+89% +$3.39K ﹤0.01% 799
2022
Q2 		$3K Buy
+9
New +$3.52K ﹤0.01% 920

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Investors Research Corp's FDS Position: Q4 2023 in Review

Investors Research Corp sold out of Factset (FDS) in Q4 2023, closing a stake of 17 shares — an estimated $7.43K sold.

Investors Research Corp first reported a position in FDS in Q2 2022 and held it in 6 quarters. The position peaked at $7.43K in Q3 2023. 774 funds tracked by Wall St. Rank hold FDS as of Q4 2023.

  • Investors Research Corp reported no remaining Factset position as of Q4 2023 after selling out during the quarter.
  • Investors Research Corp sold 17 Factset shares in Q4 2023, an estimated $7.43K.
  • Investors Research Corp first reported a position in Factset in Q2 2022 and held it in 6 quarters.
  • Investors Research Corp's Factset position peaked at $7.43K in Q3 2023.
  • 774 funds tracked by Wall St. Rank held Factset as of Q4 2023.

Based on Investors Research Corp's 13F filing for Q4 2023, filed 30 Jan 2024.