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Sarah T. Connolly’s Factset FDS Stock Holding History

Sarah T. Connolly’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
2023
Q4 		– Sell
-1,120
Closed -$490K – 33
2023
Q3 		$490K Sell
1,120
-65
-5% -$27.7K 0.32% 64
2023
Q2 		$475K Hold
1,185
– – 0.29% 73
2023
Q1 		$492K Sell
1,185
-100
-8% -$41.6K 0.31% 72
2022
Q4 		$516K Sell
1,285
-45
-3% -$19.2K 0.35% 70
2022
Q3 		$532K Sell
1,330
-60
-4% -$25.4K 0.39% 69
2022
Q2 		$535K Sell
1,390
-20
-1% -$7.83K 0.36% 68
2022
Q1 		$612K Hold
1,410
– – 0.36% 67
2021
Q4 		$685K Buy
1,410
+110
+8% +$49.3K 0.38% 66
2021
Q3 		$513K Sell
1,300
-30
-2% -$10.9K 0.42% 64
2021
Q2 		$446K Hold
1,330
– – 0.36% 74
2021
Q1 		$410K Sell
1,330
-30
-2% -$9.49K 0.36% 74
2020
Q4 		$452K Buy
+1,360
New +$449K 0.41% 69

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sarah T. Connolly's FDS Position: Q4 2023 in Review

Sarah T. Connolly sold out of Factset (FDS) in Q4 2023, closing a stake of 1,120 shares — an estimated $490K sold.

Sarah T. Connolly first reported a position in FDS in Q4 2020 and held it in 12 quarters. The position peaked at $685K in Q4 2021. 774 funds tracked by Wall St. Rank hold FDS as of Q4 2023.

  • Sarah T. Connolly reported no remaining Factset position as of Q4 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 1,120 Factset shares in Q4 2023, an estimated $490K.
  • Sarah T. Connolly first reported a position in Factset in Q4 2020 and held it in 12 quarters.
  • Sarah T. Connolly's Factset position peaked at $685K in Q4 2021.
  • 774 funds tracked by Wall St. Rank held Factset as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.