Jackson Grant Investment Advisers’s Factset FDS Stock Holding History

Jackson Grant Investment Advisers’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
2025 Q1	–	Sell	-4	Closed	-$1.92K	–	386
2024 Q4	$1.92K	Hold	4	–	–	﹤0.01%	376
2024 Q3	$1.84K	Hold	4	–	–	﹤0.01%	379
2024 Q2	$1.63K	Hold	4	–	–	﹤0.01%	376
2024 Q1	$1.82K	Hold	4	–	–	﹤0.01%	364
2023 Q4	$1.91K	Hold	4	–	–	﹤0.01%	356
2023 Q3	$1.75K	Hold	4	–	–	﹤0.01%	357
2023 Q2	$1.6K	Hold	4	–	–	﹤0.01%	380
2023 Q1	$1.66K	Buy	+4	New	+$1.67K	﹤0.01%	410

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Jackson Grant Investment Advisers's FDS Position: Q1 2025 in Review

Jackson Grant Investment Advisers sold out of Factset (FDS) in Q1 2025, closing a stake of 4 shares — an estimated $1.92K sold.

Jackson Grant Investment Advisers first reported a position in FDS in Q1 2023 and held it in 8 quarters. The position peaked at $1.92K in Q4 2024. 826 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

Jackson Grant Investment Advisers reported no remaining Factset position as of Q1 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 4 Factset shares in Q1 2025, an estimated $1.92K.
Jackson Grant Investment Advisers first reported a position in Factset in Q1 2023 and held it in 8 quarters.
Jackson Grant Investment Advisers's Factset position peaked at $1.92K in Q4 2024.
826 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.