Standard Family Office’s Factset FDS Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-7	Closed	-$3K	–	161
2022 Q3	$3K	Buy	+7	New	+$2.96K	﹤0.01%	350
2021 Q3	–	Sell	-427	Closed	-$143K	–	239
2021 Q2	$143K	Buy	427 +270	+172%	+$88.4K	0.03%	181
2021 Q1	$48K	Hold	157	–	–	0.01%	266
2020 Q4	$52K	Buy	+157	New	+$51.9K	0.01%	255

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Standard Family Office's FDS Position: Q4 2022 in Review

Standard Family Office sold out of Factset (FDS) in Q4 2022, closing a stake of 7 shares — an estimated $3K sold.

Standard Family Office first reported a position in FDS in Q4 2020 and held it in 4 quarters. The position peaked at $143K in Q2 2021. 742 funds tracked by Wall St. Rank hold FDS as of Q4 2022.

Standard Family Office reported no remaining Factset position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 7 Factset shares in Q4 2022, an estimated $3K.
Standard Family Office first reported a position in Factset in Q4 2020 and held it in 4 quarters.
Standard Family Office's Factset position peaked at $143K in Q2 2021.
742 funds tracked by Wall St. Rank held Factset as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.