LAI
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Legal Advantage Investments’s Factset FDS Stock Holding History

Legal Advantage Investments’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
2021
Q3 		– Sell
-2,800
Closed -$940K – 80
2021
Q2 		$940K Hold
2,800
– – 0.64% 44
2021
Q1 		$864K Hold
2,800
– – 0.65% 43
2020
Q4 		$931K Buy
+2,800
New +$925K 0.72% 42

Other funds holding FDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal Advantage Investments's FDS Position: Q3 2021 in Review

Legal Advantage Investments sold out of Factset (FDS) in Q3 2021, closing a stake of 2,800 shares — an estimated $940K sold.

Legal Advantage Investments first reported a position in FDS in Q4 2020 and held it in 3 quarters. The position peaked at $940K in Q2 2021. 620 funds tracked by Wall St. Rank hold FDS as of Q3 2021.

  • Legal Advantage Investments reported no remaining Factset position as of Q3 2021 after selling out during the quarter.
  • Legal Advantage Investments sold 2,800 Factset shares in Q3 2021, an estimated $940K.
  • Legal Advantage Investments first reported a position in Factset in Q4 2020 and held it in 3 quarters.
  • Legal Advantage Investments's Factset position peaked at $940K in Q2 2021.
  • 620 funds tracked by Wall St. Rank held Factset as of Q3 2021.

Based on Legal Advantage Investments's 13F filing for Q3 2021, filed 25 Oct 2021.