Michael J. Puzo’s Factset FDS Stock Holding History

Michael J. Puzo’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 Q1	–	Sell	-750	Closed	-$201K	–	72
2019 Q4	$201K	Buy	+750	New	+$193K	0.07%	79
2019 Q3	–	Sell	-750	Closed	-$215K	–	81
2019 Q2	$215K	Buy	+750	New	+$208K	0.08%	82
2016 Q3	–	Sell	-1,380	Closed	-$222K	–	76
2016 Q2	$222K	Sell	1,380 -225	-14%	-$34.8K	0.15%	72
2016 Q1	$242K	Buy	1,605 +305	+23%	+$45.5K	0.16%	71
2015 Q4	$212K	Buy	+1,300	New	+$218K	0.15%	68

Other funds holding FDS

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Michael J. Puzo's FDS Position: Q1 2020 in Review

Michael J. Puzo sold out of Factset (FDS) in Q1 2020, closing a stake of 750 shares — an estimated $201K sold.

Michael J. Puzo first reported a position in FDS in Q4 2015 and held it in 5 quarters. The position peaked at $242K in Q1 2016. 502 funds tracked by Wall St. Rank hold FDS as of Q1 2020.

Michael J. Puzo reported no remaining Factset position as of Q1 2020 after selling out during the quarter.
Michael J. Puzo sold 750 Factset shares in Q1 2020, an estimated $201K.
Michael J. Puzo first reported a position in Factset in Q4 2015 and held it in 5 quarters.
Michael J. Puzo's Factset position peaked at $242K in Q1 2016.
502 funds tracked by Wall St. Rank held Factset as of Q1 2020.

Based on Michael J. Puzo's 13F filing for Q1 2020, filed 7 May 2020.