LP
FDS icon

LMR Partners’s Factset FDS Stock Holding History

LMR Partners’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
2026
Q1 		– Sell
-3,781
Closed -$1.1M – 1604
2025
Q4 		$1.1M Buy
+3,781
New +$1.06M ﹤0.01% 962
2019
Q2 		– Sell
-15,124
Closed -$3.75M – 482
2019
Q1 		$3.75M Buy
+15,124
New +$3.38M 0.19% 77
2016
Q4 		– Sell
-38,576
Closed -$6.25M – 349
2016
Q3 		$6.25M Buy
+38,576
New +$6.65M 0.59% 40
2015
Q4 		– Sell
-24,895
Closed -$3.98M – 274
2015
Q3 		$3.98M Buy
+24,895
New +$4.07M 0.44% 55

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMR Partners's FDS Position: Q1 2026 in Review

LMR Partners sold out of Factset (FDS) in Q1 2026, closing a stake of 3,781 shares — an estimated $1.1M sold.

LMR Partners first reported a position in FDS in Q3 2015 and held it in 4 quarters. The position peaked at $6.25M in Q3 2016. 721 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • LMR Partners reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • LMR Partners sold 3,781 Factset shares in Q1 2026, an estimated $1.1M.
  • LMR Partners first reported a position in Factset in Q3 2015 and held it in 4 quarters.
  • LMR Partners's Factset position peaked at $6.25M in Q3 2016.
  • 721 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.