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Saratoga Research & Investment Management’s Factset FDS Stock Holding History

Saratoga Research & Investment Management’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
2013
Q3 		– Sell
-56,113
Closed -$5.72M – 56
2013
Q2 		$5.72M Buy
+56,113
New +$5.39M 0.67% 34

Other funds holding FDS

T. Rowe Price Associates
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Saratoga Research & Investment Management's FDS Position: Q3 2013 in Review

Saratoga Research & Investment Management sold out of Factset (FDS) in Q3 2013, closing a stake of 56,113 shares — an estimated $5.72M sold.

Saratoga Research & Investment Management first reported a position in FDS in Q2 2013 and held it in 1 quarter. The position peaked at $5.72M in Q2 2013. 281 funds tracked by Wall St. Rank hold FDS as of Q3 2013.

  • Saratoga Research & Investment Management reported no remaining Factset position as of Q3 2013 after selling out during the quarter.
  • Saratoga Research & Investment Management sold 56,113 Factset shares in Q3 2013, an estimated $5.72M.
  • Saratoga Research & Investment Management first reported a position in Factset in Q2 2013 and held it in 1 quarter.
  • Saratoga Research & Investment Management's Factset position peaked at $5.72M in Q2 2013.
  • 281 funds tracked by Wall St. Rank held Factset as of Q3 2013.

Based on Saratoga Research & Investment Management's 13F filing for Q3 2013, filed 22 Oct 2013.