Legacy Advisors’s Nice NICE Stock Holding History

Legacy Advisors’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
2025 Q2	–	Sell	-6,982	Closed	-$1.08M	–	275
2025 Q1	$1.08M	Sell	6,982 -26	-0.4%	-$4.16K	0.11%	156
2024 Q4	$1.19M	Buy	7,008 +588	+9%	+$105K	0.12%	139
2024 Q3	$1.11M	Sell	6,420 -258	-4%	-$44.3K	0.12%	139
2024 Q2	$1.15M	Buy	6,678 +88	+1%	+$18.1K	0.14%	116
2024 Q1	$1.72M	Buy	6,590 +497	+8%	+$113K	0.22%	84
2023 Q4	$1.22M	Sell	6,093 -1	-0%	-$180	0.16%	111
2023 Q3	$1.04M	Buy	6,094 +304	+5%	+$60.5K	0.17%	119
2023 Q2	$1.2M	Buy	5,790 +274	+5%	+$56.5K	0.18%	105
2023 Q1	$1.26M	Buy	5,516 +400	+8%	+$84K	0.23%	79
2022 Q4	$984K	Buy	5,116 +1,609	+46%	+$310K	0.18%	88
2022 Q3	$660K	Buy	3,507 +858	+32%	+$179K	0.15%	96
2022 Q2	$510K	Buy	2,649 +1,078	+69%	+$218K	0.11%	118
2022 Q1	$344K	Buy	+1,571	New	+$381K	0.07%	151

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss

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

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

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

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

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

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return