KFA
NLSN

Kelleher Financial Advisors’s Nielsen Holdings plc NLSN Stock Holding History

Kelleher Financial Advisors’s Portfolio NLSN Stock Details NLSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,067
Closed -$139K – 111
2020
Q1 		$139K Buy
11,067
+72
+0.7% +$1.35K 0.17% 85
2019
Q4 		$223K Buy
10,995
+1,290
+13% +$26.2K 0.22% 84
2019
Q3 		$206K Buy
+9,705
New +$214K 0.25% 81

Other funds holding NLSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kelleher Financial Advisors's NLSN Position: Q2 2020 in Review

Kelleher Financial Advisors sold out of Nielsen Holdings plc (NLSN) in Q2 2020, closing a stake of 11,067 shares — an estimated $139K sold.

Kelleher Financial Advisors first reported a position in NLSN in Q3 2019 and held it in 3 quarters. The position peaked at $223K in Q4 2019. 316 funds tracked by Wall St. Rank hold NLSN as of Q2 2020.

  • Kelleher Financial Advisors reported no remaining Nielsen Holdings plc position as of Q2 2020 after selling out during the quarter.
  • Kelleher Financial Advisors sold 11,067 Nielsen Holdings plc shares in Q2 2020, an estimated $139K.
  • Kelleher Financial Advisors first reported a position in Nielsen Holdings plc in Q3 2019 and held it in 3 quarters.
  • Kelleher Financial Advisors's Nielsen Holdings plc position peaked at $223K in Q4 2019.
  • 316 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q2 2020.

Based on Kelleher Financial Advisors's 13F filing for Q2 2020, filed 2 Nov 2021.