McDonald Partners’s Comfort Systems FIX Stock Holding History

McDonald Partners’s Portfolio FIX Stock Details FIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-15	Closed	-$1.48K	–	447
2021 Q4	$1.48K	Buy	+15	New	+$1.39K	﹤0.01%	398

Other funds holding FIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

McDonald Partners's FIX Position: Q1 2022 in Review

McDonald Partners sold out of Comfort Systems (FIX) in Q1 2022, closing a stake of 15 shares — an estimated $1.48K sold.

McDonald Partners first reported a position in FIX in Q4 2021 and held it in 1 quarter. The position peaked at $1.48K in Q4 2021. 280 funds tracked by Wall St. Rank hold FIX as of Q1 2022.

McDonald Partners reported no remaining Comfort Systems position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 15 Comfort Systems shares in Q1 2022, an estimated $1.48K.
McDonald Partners first reported a position in Comfort Systems in Q4 2021 and held it in 1 quarter.
McDonald Partners's Comfort Systems position peaked at $1.48K in Q4 2021.
280 funds tracked by Wall St. Rank held Comfort Systems as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.