Sumitomo Mitsui Trust Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.3M | Sell |
19,794
-8,607
| -30% | -$2.01M | ﹤0.01% | 725 |
|
|
2025
Q4 | $8.24M | Sell |
28,401
-72,491
| -72% | -$20.4M | ﹤0.01% | 696 |
|
|
2025
Q3 | $28.9M | Buy |
100,892
+1,616
| +2% | +$617K | 0.02% | 594 |
|
|
2025
Q2 | $44.4M | Buy |
99,276
+1,389
| +1% | +$608K | 0.03% | 484 |
|
|
2025
Q1 | $44.5M | Buy |
97,887
+9,402
| +11% | +$4.28M | 0.03% | 475 |
|
|
2024
Q4 | $42.5M | Buy |
88,485
+4,403
| +5% | +$2.09M | 0.03% | 491 |
|
|
2024
Q3 | $38.7M | Buy |
84,082
+270
| +0.3% | +$115K | 0.03% | 521 |
|
|
2024
Q2 | $34.2M | Sell |
83,812
-9,184
| -10% | -$3.9M | 0.03% | 522 |
|
|
2024
Q1 | $42.3M | Buy |
92,996
+71
| +0.1% | +$33.1K | 0.03% | 542 |
|
|
2023
Q4 | $44.3M | Sell |
92,925
-921
| -1% | -$414K | 0.03% | 508 |
|
|
2023
Q3 | $41M | Sell |
93,846
-8,976
| -9% | -$3.82M | 0.03% | 509 |
|
|
2023
Q2 | $41.2M | Sell |
102,822
-13,741
| -12% | -$5.54M | 0.03% | 527 |
|
|
2023
Q1 | $48.4M | Buy |
116,563
+626
| +0.5% | +$261K | 0.04% | 508 |
|
|
2022
Q4 | $46.5M | Sell |
115,937
-5,886
| -5% | -$2.51M | 0.04% | 516 |
|
|
2022
Q3 | $48.7M | Sell |
121,823
-19,318
| -14% | -$8.18M | 0.04% | 490 |
|
|
2022
Q2 | $54.3M | Sell |
141,141
-86,408
| -38% | -$33.8M | 0.04% | 473 |
|
|
2022
Q1 | $98.8M | Sell |
227,549
-56,713
| -20% | -$23.9M | 0.07% | 325 |
|
|
2021
Q4 | $138M | Buy |
284,262
+140,946
| +98% | +$63.2M | 0.08% | 257 |
|
|
2021
Q3 | $56.6M | Sell |
143,316
-7,302
| -5% | -$2.65M | 0.04% | 505 |
|
|
2021
Q2 | $50.5M | Buy |
150,618
+2,538
| +2% | +$831K | 0.03% | 552 |
|
|
2021
Q1 | $45.7M | Sell |
148,080
-4,037
| -3% | -$1.28M | 0.03% | 566 |
|
|
2020
Q4 | $50.6M | Sell |
152,117
-31,398
| -17% | -$10.4M | 0.03% | 525 |
|
|
2020
Q3 | $61.5M | Buy |
183,515
+4,424
| +2% | +$1.53M | 0.04% | 435 |
|
|
2020
Q2 | $58.8M | Buy |
179,091
+18,004
| +11% | +$5.2M | 0.04% | 445 |
|
|
2020
Q1 | $42M | Buy |
161,087
+11,589
| +8% | +$3.15M | 0.04% | 487 |
|
|
2019
Q4 | $40.1M | Sell |
149,498
-10
| -0% | -$2.57K | 0.03% | 543 |
|
|
2019
Q3 | $36.3M | Sell |
149,508
-11,076
| -7% | -$3.07M | 0.03% | 537 |
|
|
2019
Q2 | $46M | Buy |
+160,584
| New | +$44.4M | 0.04% | 462 |
|
|
2017
Q2 | – | Sell |
-2,100
| Closed | -$346K | – | 894 |
|
|
2017
Q1 | $346K | Buy |
2,100
+800
| +62% | +$140K | ﹤0.01% | 837 |
|
|
2016
Q4 | $212K | Buy |
+1,300
| New | +$207K | ﹤0.01% | 873 |
|
Other funds holding FDS
VCM
VPM
Sumitomo Mitsui Trust Group's FDS Position: Q1 2026 in Review
Sumitomo Mitsui Trust Group reduced its Factset (FDS) stake by 30% in Q1 2026, selling an estimated $2.01M and leaving 19,794 shares worth $4.3M. The position accounts for ﹤0.01% of the portfolio, ranked #725.
Sumitomo Mitsui Trust Group first reported a position in FDS in Q4 2016 and has held it in 30 quarters since. The position peaked at $138M in Q4 2021. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.
- Sumitomo Mitsui Trust Group held 19,794 shares of Factset worth $4.3M as of Q1 2026.
- Sumitomo Mitsui Trust Group sold 8,607 Factset shares in Q1 2026, an estimated $2.01M.
- Factset made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #725 holding.
- Sumitomo Mitsui Trust Group first reported a position in Factset in Q4 2016 and has held it in 30 quarters since.
- Sumitomo Mitsui Trust Group's Factset position peaked at $138M in Q4 2021.
- 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.