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Stanley-Laman Group’s Factset FDS Stock Holding History

Stanley-Laman Group’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
Q1 		– Sell
-567
Closed -$227K – 240
2022
Q4 		$227K Buy
567
+5
+0.9% +$2.13K 0.04% 199
2022
Q3 		$225K Hold
562
– – 0.04% 207
2022
Q2 		$216K Sell
562
-125
-18% -$48.9K 0.04% 257
2022
Q1 		$298K Buy
+687
New +$290K 0.04% 239
2017
Q1 		– Sell
-18,101
Closed -$2.96M – 253
2016
Q4 		$2.96M Buy
18,101
+9,841
+119% +$1.57M 0.92% 19
2016
Q3 		$1.34M Buy
8,260
+739
+10% +$127K 0.55% 43
2016
Q2 		$1.21M Buy
+7,521
New +$1.16M 0.47% 57

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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 $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stanley-Laman Group's FDS Position: Q1 2023 in Review

Stanley-Laman Group sold out of Factset (FDS) in Q1 2023, closing a stake of 567 shares — an estimated $227K sold.

Stanley-Laman Group first reported a position in FDS in Q2 2016 and held it in 7 quarters. The position peaked at $2.96M in Q4 2016. 720 funds tracked by Wall St. Rank hold FDS as of Q1 2023.

  • Stanley-Laman Group reported no remaining Factset position as of Q1 2023 after selling out during the quarter.
  • Stanley-Laman Group sold 567 Factset shares in Q1 2023, an estimated $227K.
  • Stanley-Laman Group first reported a position in Factset in Q2 2016 and held it in 7 quarters.
  • Stanley-Laman Group's Factset position peaked at $2.96M in Q4 2016.
  • 720 funds tracked by Wall St. Rank held Factset as of Q1 2023.

Based on Stanley-Laman Group's 13F filing for Q1 2023, filed 18 Apr 2023.