Sigma Planning Corp’s Nice NICE Stock Holding History

Sigma Planning Corp’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
2025 Q1	–	Sell	-3,045	Closed	-$517K	–	1255
2024 Q4	$517K	Sell	3,045 -210	-6%	-$37.4K	0.02%	734
2024 Q3	$565K	Sell	3,255 -128	-4%	-$22K	0.02%	697
2024 Q2	$582K	Sell	3,383 -36	-1%	-$7.41K	0.02%	669
2024 Q1	$891K	Buy	3,419 +620	+22%	+$141K	0.03%	538
2023 Q4	$558K	Sell	2,799 -420	-13%	-$75.6K	0.04%	423
2023 Q3	$547K	Sell	3,219 -24	-0.7%	-$4.78K	0.02%	672
2023 Q2	$670K	Sell	3,243 -234	-7%	-$48.3K	0.02%	616
2023 Q1	$796K	Sell	3,477 -4	-0.1%	-$840	0.03%	605
2022 Q4	$669K	Sell	3,481 -24	-0.7%	-$4.62K	0.02%	647
2022 Q3	$660K	Sell	3,505 -76	-2%	-$15.9K	0.03%	620
2022 Q2	$689K	Sell	3,581 -22	-0.6%	-$4.45K	0.03%	620
2022 Q1	$789K	Sell	3,603 -17	-0.5%	-$4.12K	0.02%	639
2021 Q4	$1.1M	Buy	3,620 +473	+15%	+$137K	0.03%	519
2021 Q3	$894K	Buy	3,147 +892	+40%	+$247K	0.03%	582
2021 Q2	$558K	Buy	2,255 +1,038	+85%	+$239K	0.02%	786
2021 Q1	$265K	Buy	+1,217	New	+$305K	0.01%	1059

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return