Proffitt & Goodson’s Factset FDS Stock Holding History

Proffitt & Goodson’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 Q4	–	Sell	-2	Closed	-$920	–	272
2024 Q3	$920	Buy	+2	New	+$849	﹤0.01%	291

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

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

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

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

Proffitt & Goodson's FDS Position: Q4 2024 in Review

Proffitt & Goodson sold out of Factset (FDS) in Q4 2024, closing a stake of 2 shares — an estimated $920 sold.

Proffitt & Goodson first reported a position in FDS in Q3 2024 and held it in 1 quarter. The position peaked at $920 in Q3 2024. 845 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

Proffitt & Goodson reported no remaining Factset position as of Q4 2024 after selling out during the quarter.
Proffitt & Goodson sold 2 Factset shares in Q4 2024, an estimated $920.
Proffitt & Goodson first reported a position in Factset in Q3 2024 and held it in 1 quarter.
Proffitt & Goodson's Factset position peaked at $920 in Q3 2024.
845 funds tracked by Wall St. Rank held Factset as of Q4 2024.

Based on Proffitt & Goodson's 13F filing for Q4 2024, filed 5 Feb 2025.