Junto Capital Management’s Factset FDS Stock Holding History

Junto Capital Management’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 Q1	–	Sell	-98,189	Closed	-$39.4M	–	94
2022 Q4	$39.4M	Sell	98,189 -43,523	-31%	-$18.5M	1.12%	38
2022 Q3	$56.7M	Buy	141,712 +104,228	+278%	+$44.1M	1.58%	26
2022 Q2	$14.4M	Sell	37,484 -122,269	-77%	-$47.9M	0.43%	65
2022 Q1	$69.4M	Buy	+159,753	New	+$67.4M	1.91%	20
2017 Q3	–	Sell	-122,900	Closed	-$20.4M	–	40
2017 Q2	$20.4M	Buy	+122,900	New	+$20.1M	1.8%	22

Other funds holding FDS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Junto Capital Management's FDS Position: Q1 2023 in Review

Junto Capital Management sold out of Factset (FDS) in Q1 2023, closing a stake of 98,189 shares — an estimated $39.4M sold.

Junto Capital Management first reported a position in FDS in Q2 2017 and held it in 5 quarters. The position peaked at $69.4M in Q1 2022. 720 funds tracked by Wall St. Rank hold FDS as of Q1 2023.

Junto Capital Management reported no remaining Factset position as of Q1 2023 after selling out during the quarter.
Junto Capital Management sold 98,189 Factset shares in Q1 2023, an estimated $39.4M.
Junto Capital Management first reported a position in Factset in Q2 2017 and held it in 5 quarters.
Junto Capital Management's Factset position peaked at $69.4M in Q1 2022.
720 funds tracked by Wall St. Rank held Factset as of Q1 2023.

Based on Junto Capital Management's 13F filing for Q1 2023, filed 15 May 2023.