PGGM Investments’s Factset FDS Stock Holding History

PGGM Investments’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
2025 Q2	–	Sell	-1,444	Closed	-$657K	–	170
2025 Q1	$657K	Hold	1,444	–	–	0.01%	317
2024 Q4	$694K	Hold	1,444	–	–	0.01%	314
2024 Q3	$664K	Sell	1,444 -4,025	-74%	-$1.71M	0.01%	312
2024 Q2	$2.23M	Sell	5,469 -131	-2%	-$55.7K	0.03%	253
2024 Q1	$2.54M	Hold	5,600	–	–	0.04%	249
2023 Q4	$2.67M	Hold	5,600	–	–	0.04%	250
2023 Q3	$2.45M	Hold	5,600	–	–	0.04%	256
2023 Q2	$2.24M	Sell	5,600 -134	-2%	-$54K	0.04%	269
2023 Q1	$2.38M	Hold	5,734	–	–	0.04%	291
2022 Q4	$2.3M	Sell	5,734 -356	-6%	-$152K	0.04%	274
2022 Q3	$2.44M	Buy	+6,090	New	+$2.58M	0.04%	278
2022 Q1	$25.1M	Hold	51,727	–	–	0.13%	168
2021 Q4	$25.1M	Buy	51,727 +2,100	+4%	+$942K	0.13%	168
2021 Q3	$19.6M	Hold	49,627	–	–	0.1%	214
2021 Q2	$16.7M	Sell	49,627 -186	-0.4%	-$60.9K	0.07%	229
2021 Q1	$15.4M	Buy	49,813 +14,535	+41%	+$4.6M	0.07%	245
2020 Q4	$11.7M	Buy	+35,278	New	+$11.7M	0.05%	263

Other funds holding FDS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

PGGM Investments's FDS Position: Q2 2025 in Review

PGGM Investments sold out of Factset (FDS) in Q2 2025, closing a stake of 1,444 shares — an estimated $657K sold.

PGGM Investments first reported a position in FDS in Q4 2020 and held it in 17 quarters. The position peaked at $25.1M in Q1 2022. 837 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

PGGM Investments reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
PGGM Investments sold 1,444 Factset shares in Q2 2025, an estimated $657K.
PGGM Investments first reported a position in Factset in Q4 2020 and held it in 17 quarters.
PGGM Investments's Factset position peaked at $25.1M in Q1 2022.
837 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on PGGM Investments's 13F filing for Q2 2025, filed 18 Jul 2025.