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Jackson Creek Investment Advisors’s Factset FDS Stock Holding History

Jackson Creek Investment Advisors’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
2022
Q3 		– Sell
-2,381
Closed -$1.02M – 314
2022
Q2 		$1.02M Buy
+2,381
New +$932K 0.41% 90

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jackson Creek Investment Advisors's FDS Position: Q3 2022 in Review

Jackson Creek Investment Advisors sold out of Factset (FDS) in Q3 2022, closing a stake of 2,381 shares — an estimated $1.02M sold.

Jackson Creek Investment Advisors first reported a position in FDS in Q2 2022 and held it in 1 quarter. The position peaked at $1.02M in Q2 2022. 692 funds tracked by Wall St. Rank hold FDS as of Q3 2022.

  • Jackson Creek Investment Advisors reported no remaining Factset position as of Q3 2022 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 2,381 Factset shares in Q3 2022, an estimated $1.02M.
  • Jackson Creek Investment Advisors first reported a position in Factset in Q2 2022 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Factset position peaked at $1.02M in Q2 2022.
  • 692 funds tracked by Wall St. Rank held Factset as of Q3 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.