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Osborne Partners Capital Management’s Nice NICE Stock Holding History

Osborne Partners Capital Management’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
2026
Q1 		– Sell
-77,760
Closed -$8.79M – 202
2025
Q4 		$8.79M Sell
77,760
-850
-1% -$103K 0.45% 76
2025
Q3 		$11.4M Buy
78,610
+687
+0.9% +$103K 0.58% 60
2025
Q2 		$13.2M Buy
77,923
+2,839
+4% +$457K 0.7% 48
2025
Q1 		$11.6M Buy
75,084
+5,371
+8% +$859K 0.67% 52
2024
Q4 		$11.8M Buy
69,713
+1,892
+3% +$337K 0.69% 48
2024
Q3 		$11.8M Buy
67,821
+4,080
+6% +$701K 0.67% 55
2024
Q2 		$11M Buy
63,741
+27,002
+73% +$5.56M 0.66% 53
2024
Q1 		$9.58M Buy
36,739
+645
+2% +$146K 0.59% 64
2023
Q4 		$7.2M Buy
36,094
+2,999
+9% +$539K 0.47% 71
2023
Q3 		$5.63M Buy
33,095
+1,190
+4% +$237K 0.42% 79
2023
Q2 		$6.59M Buy
31,905
+972
+3% +$200K 0.48% 75
2023
Q1 		$7.08M Buy
30,933
+349
+1% +$73.3K 0.52% 70
2022
Q4 		$5.88M Sell
30,584
-669
-2% -$129K 0.46% 78
2022
Q3 		$5.88M Buy
31,253
+1,071
+4% +$224K 0.49% 70
2022
Q2 		$5.81M Buy
30,182
+8
+0% +$1.62K 0.44% 77
2022
Q1 		$6.61M Buy
30,174
+15,351
+104% +$3.72M 0.49% 70
2021
Q4 		$4.5M Buy
14,823
+916
+7% +$264K 0.33% 86
2021
Q3 		$3.95M Buy
13,907
+1,143
+9% +$317K 0.32% 87
2021
Q2 		$3.16M Buy
+12,764
New +$2.94M 0.26% 96

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return