Metis Global Partners’s Factset FDS Stock Holding History

Metis Global 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	-801	Closed	-$232K	–	746
2025 Q4	$232K	Sell	801 -2,392	-75%	-$672K	0.01%	702
2025 Q3	$915K	Buy	3,193 +153	+5%	+$58.4K	0.02%	496
2025 Q2	$1.36M	Sell	3,040 -161	-5%	-$70.5K	0.04%	396
2025 Q1	$1.46M	Buy	3,201 +413	+15%	+$188K	0.04%	382
2024 Q4	$1.34M	Sell	2,788 -275	-9%	-$131K	0.04%	371
2024 Q3	$1.41M	Buy	3,063 +107	+4%	+$45.4K	0.04%	372
2024 Q2	$1.21M	Buy	2,956 +33	+1%	+$14K	0.04%	375
2024 Q1	$1.33M	Buy	2,923 +132	+5%	+$61.5K	0.05%	358
2023 Q4	$1.33M	Buy	2,791 +208	+8%	+$93.6K	0.05%	337
2023 Q3	$1.13M	Buy	2,583 +275	+12%	+$117K	0.05%	347
2023 Q2	$925K	Buy	2,308 +260	+13%	+$105K	0.05%	386
2023 Q1	$850K	Buy	2,048 +409	+25%	+$170K	0.05%	362
2022 Q4	$658K	Buy	1,639 +770	+89%	+$328K	0.06%	358
2022 Q3	$348K	Buy	869 +134	+18%	+$56.7K	0.06%	373
2022 Q2	$283K	Buy	735 +138	+23%	+$54K	0.05%	430
2022 Q1	$259K	Buy	+597	New	+$252K	0.03%	471

Other funds holding FDS

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return