MGIM
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M&G Investment Management’s Factset FDS Stock Holding History

M&G Investment Management’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
Q4 		– Sell
-1,638
Closed -$549K – 462
2020
Q3 		$549K Sell
1,638
-732
-31% -$253K 0.01% 360
2020
Q2 		$777K Buy
+2,370
New +$685K 0.01% 314

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

M&G Investment Management's FDS Position: Q4 2020 in Review

M&G Investment Management sold out of Factset (FDS) in Q4 2020, closing a stake of 1,638 shares — an estimated $549K sold.

M&G Investment Management first reported a position in FDS in Q2 2020 and held it in 2 quarters. The position peaked at $777K in Q2 2020. 591 funds tracked by Wall St. Rank hold FDS as of Q4 2020.

  • M&G Investment Management reported no remaining Factset position as of Q4 2020 after selling out during the quarter.
  • M&G Investment Management sold 1,638 Factset shares in Q4 2020, an estimated $549K.
  • M&G Investment Management first reported a position in Factset in Q2 2020 and held it in 2 quarters.
  • M&G Investment Management's Factset position peaked at $777K in Q2 2020.
  • 591 funds tracked by Wall St. Rank held Factset as of Q4 2020.

Based on M&G Investment Management's 13F filing for Q4 2020, filed 2 Feb 2021.