OA
DSGX icon

Operose Advisors’s Descartes Systems DSGX Stock Holding History

Operose Advisors’s Portfolio DSGX Stock Details DSGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-479
Closed -$35.2K – 639
2023
Q3 		$35.2K Buy
+479
New +$36.1K 0.01% 370

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Operose Advisors's DSGX Position: Q4 2023 in Review

Operose Advisors sold out of Descartes Systems (DSGX) in Q4 2023, closing a stake of 479 shares — an estimated $35.2K sold.

Operose Advisors first reported a position in DSGX in Q3 2023 and held it in 1 quarter. The position peaked at $35.2K in Q3 2023. 288 funds tracked by Wall St. Rank hold DSGX as of Q4 2023.

  • Operose Advisors reported no remaining Descartes Systems position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 479 Descartes Systems shares in Q4 2023, an estimated $35.2K.
  • Operose Advisors first reported a position in Descartes Systems in Q3 2023 and held it in 1 quarter.
  • Operose Advisors's Descartes Systems position peaked at $35.2K in Q3 2023.
  • 288 funds tracked by Wall St. Rank held Descartes Systems as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.