Nixon Peabody Trust’s Factset FDS Stock Holding History

Nixon Peabody Trust’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
2024 Q2	–	Sell	-1,057	Closed	-$480K	–	132
2024 Q1	$480K	Sell	1,057 -93	-8%	-$43.4K	0.04%	92
2023 Q4	$549K	Buy	+1,150	New	+$518K	0.06%	81

Other funds holding FDS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Nixon Peabody Trust's FDS Position: Q2 2024 in Review

Nixon Peabody Trust sold out of Factset (FDS) in Q2 2024, closing a stake of 1,057 shares — an estimated $480K sold.

Nixon Peabody Trust first reported a position in FDS in Q4 2023 and held it in 2 quarters. The position peaked at $549K in Q4 2023. 803 funds tracked by Wall St. Rank hold FDS as of Q2 2024.

Nixon Peabody Trust reported no remaining Factset position as of Q2 2024 after selling out during the quarter.
Nixon Peabody Trust sold 1,057 Factset shares in Q2 2024, an estimated $480K.
Nixon Peabody Trust first reported a position in Factset in Q4 2023 and held it in 2 quarters.
Nixon Peabody Trust's Factset position peaked at $549K in Q4 2023.
803 funds tracked by Wall St. Rank held Factset as of Q2 2024.

Based on Nixon Peabody Trust's 13F filing for Q2 2024, filed 26 Jul 2024.