LM Advisors’s Nice NICE Stock Holding History

LM 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	-3,070	Closed	-$473K	–	217
2025 Q1	$473K	Buy	+3,070	New	+$491K	0.09%	158

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

LM Advisors's NICE Position: Q2 2025 in Review

LM Advisors sold out of Nice (NICE) in Q2 2025, closing a stake of 3,070 shares — an estimated $473K sold.

LM Advisors first reported a position in NICE in Q1 2025 and held it in 1 quarter. The position peaked at $473K in Q1 2025. 368 funds tracked by Wall St. Rank hold NICE as of Q2 2025.

LM Advisors reported no remaining Nice position as of Q2 2025 after selling out during the quarter.
LM Advisors sold 3,070 Nice shares in Q2 2025, an estimated $473K.
LM Advisors first reported a position in Nice in Q1 2025 and held it in 1 quarter.
LM Advisors's Nice position peaked at $473K in Q1 2025.
368 funds tracked by Wall St. Rank held Nice as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.