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Naples Money Management’s Information Services Group III Stock Holding History

Naples Money Management’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$11.7K Hold
3,555
– – 0.01% 172
2024
Q2 		$10.9K Hold
3,555
– – 0.01% 182
2024
Q1 		$14.4K Hold
3,555
– – 0.01% 165
2023
Q4 		$16.7K Buy
+3,555
New +$15.5K 0.02% 152

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Naples Money Management's III Position: Q3 2024 in Review

Naples Money Management held its Information Services Group (III) position steady in Q3 2024 at 3,555 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #172.

Naples Money Management first reported a position in III in Q4 2023 and has held it in 4 quarters since. The position peaked at $16.7K in Q4 2023. 100 funds tracked by Wall St. Rank hold III as of Q3 2024.

  • Naples Money Management held 3,555 shares of Information Services Group worth $11.7K as of Q3 2024.
  • Naples Money Management left its Information Services Group share count unchanged in Q3 2024.
  • Information Services Group made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #172 holding.
  • Naples Money Management first reported a position in Information Services Group in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Information Services Group position peaked at $16.7K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Information Services Group as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.