Lake Street Advisors Group’s Nice NICE Stock Holding History

Lake Street Advisors Group’s Portfolio NICE Stock Details NICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$434K	Sell	2,557 -12	-0.5%	-$2.14K	0.02%	354
2024 Q3	$446K	Buy	2,569 +55	+2%	+$9.44K	0.02%	354
2024 Q2	$432K	Buy	2,514 +238	+10%	+$49K	0.02%	351
2024 Q1	$593K	Sell	2,276 -37	-2%	-$8.39K	0.03%	311
2023 Q4	$461K	Buy	+2,313	New	+$416K	0.02%	336
2021 Q3	–	Sell	-989	Closed	-$263K	–	361
2021 Q2	$263K	Sell	989 -9	-0.9%	-$2.07K	0.02%	268
2021 Q1	$218K	Buy	998 +8	+0.8%	+$2K	0.02%	293
2020 Q4	$281K	Sell	990 -52	-5%	-$12.6K	0.02%	237
2020 Q3	$237K	Buy	+1,042	New	+$222K	0.02%	235

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Advisors Group's NICE Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Nice (NICE) stake by 0.47% in Q4 2024, selling an estimated $2.14K and leaving 2,557 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #354.

Lake Street Advisors Group first reported a position in NICE in Q3 2020 and has held it in 9 quarters since. The position peaked at $593K in Q1 2024. 407 funds tracked by Wall St. Rank hold NICE as of Q4 2024.

Lake Street Advisors Group held 2,557 shares of Nice worth $434K as of Q4 2024.
Lake Street Advisors Group sold 12 Nice shares in Q4 2024, an estimated $2.14K.
Nice made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #354 holding.
Lake Street Advisors Group first reported a position in Nice in Q3 2020 and has held it in 9 quarters since.
Lake Street Advisors Group's Nice position peaked at $593K in Q1 2024.
407 funds tracked by Wall St. Rank held Nice as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.