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Leuthold Group’s Factset FDS Stock Holding History

Leuthold Group’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
2020
Q3 		– Sell
-8,586
Closed -$2.82M – 172
2020
Q2 		$2.82M Sell
8,586
-219
-2% -$63.3K 0.42% 85
2020
Q1 		$2.29M Sell
8,805
-568
-6% -$155K 0.41% 81
2019
Q4 		$2.52M Sell
9,373
-365
-4% -$93.7K 0.33% 102
2019
Q3 		$2.37M Sell
9,738
-526
-5% -$146K 0.31% 105
2019
Q2 		$2.94M Buy
+10,264
New +$2.84M 0.38% 102

Other funds holding FDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

Leuthold Group's FDS Position: Q3 2020 in Review

Leuthold Group sold out of Factset (FDS) in Q3 2020, closing a stake of 8,586 shares — an estimated $2.82M sold.

Leuthold Group first reported a position in FDS in Q2 2019 and held it in 5 quarters. The position peaked at $2.94M in Q2 2019. 564 funds tracked by Wall St. Rank hold FDS as of Q3 2020.

  • Leuthold Group reported no remaining Factset position as of Q3 2020 after selling out during the quarter.
  • Leuthold Group sold 8,586 Factset shares in Q3 2020, an estimated $2.82M.
  • Leuthold Group first reported a position in Factset in Q2 2019 and held it in 5 quarters.
  • Leuthold Group's Factset position peaked at $2.94M in Q2 2019.
  • 564 funds tracked by Wall St. Rank held Factset as of Q3 2020.

Based on Leuthold Group's 13F filing for Q3 2020, filed 16 Nov 2020.