OFA
NICE icon

Oak Family Advisors’s Nice NICE Stock Holding History

Oak Family Advisors’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28,021
Closed -$4.06M – 120
2025
Q3 		$4.06M Buy
28,021
+7,125
+34% +$1.07M 1.32% 35
2025
Q2 		$3.53M Sell
20,896
-14,927
-42% -$2.4M 1.28% 33
2025
Q1 		$5.52M Sell
35,823
-1,849
-5% -$296K 2.29% 17
2024
Q4 		$6.4M Buy
37,672
+207
+0.6% +$36.9K 2.5% 13
2024
Q3 		$6.51M Buy
37,465
+17,102
+84% +$2.94M 2.35% 14
2024
Q2 		$3.5M Buy
20,363
+11,301
+125% +$2.33M 1.33% 30
2024
Q1 		$2.36M Buy
+9,062
New +$2.06M 0.91% 36

Other funds holding NICE

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
RFM
RPD Fund Management New York $303M AUM 36.7% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return