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Lombard Odier Asset Management (Switzerland)’s Factset FDS Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2019
Q4 		– Sell
-3,837
Closed -$932K – 379
2019
Q3 		$932K Buy
3,837
+951
+33% +$264K 0.1% 170
2019
Q2 		$827K Buy
+2,886
New +$799K 0.08% 183

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lombard Odier Asset Management (Switzerland)'s FDS Position: Q4 2019 in Review

Lombard Odier Asset Management (Switzerland) sold out of Factset (FDS) in Q4 2019, closing a stake of 3,837 shares — an estimated $932K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in FDS in Q2 2019 and held it in 2 quarters. The position peaked at $932K in Q3 2019. 522 funds tracked by Wall St. Rank hold FDS as of Q4 2019.

  • Lombard Odier Asset Management (Switzerland) reported no remaining Factset position as of Q4 2019 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 3,837 Factset shares in Q4 2019, an estimated $932K.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Factset in Q2 2019 and held it in 2 quarters.
  • Lombard Odier Asset Management (Switzerland)'s Factset position peaked at $932K in Q3 2019.
  • 522 funds tracked by Wall St. Rank held Factset as of Q4 2019.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q4 2019, filed 14 Feb 2020.