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Spark Investment Management’s Factset FDS Stock Holding History

Spark 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
2020
Q2 		– Sell
-8,800
Closed -$2.29M – 140
2020
Q1 		$2.29M Sell
8,800
-16,700
-65% -$4.54M 1.22% 11
2019
Q4 		$6.84M Hold
25,500
– – 0.8% 15
2019
Q3 		$6.2M Hold
25,500
– – 0.79% 28
2019
Q2 		$7.31M Buy
+25,500
New +$7.06M 0.51% 51
2018
Q1 		– Sell
-8,100
Closed -$1.56M – 633
2017
Q4 		$1.56M Buy
+8,100
New +$1.55M 0.08% 310

Other funds holding FDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spark Investment Management's FDS Position: Q2 2020 in Review

Spark Investment Management sold out of Factset (FDS) in Q2 2020, closing a stake of 8,800 shares — an estimated $2.29M sold.

Spark Investment Management first reported a position in FDS in Q4 2017 and held it in 5 quarters. The position peaked at $7.31M in Q2 2019. 539 funds tracked by Wall St. Rank hold FDS as of Q2 2020.

  • Spark Investment Management reported no remaining Factset position as of Q2 2020 after selling out during the quarter.
  • Spark Investment Management sold 8,800 Factset shares in Q2 2020, an estimated $2.29M.
  • Spark Investment Management first reported a position in Factset in Q4 2017 and held it in 5 quarters.
  • Spark Investment Management's Factset position peaked at $7.31M in Q2 2019.
  • 539 funds tracked by Wall St. Rank held Factset as of Q2 2020.

Based on Spark Investment Management's 13F filing for Q2 2020, filed 12 Aug 2020.