Utah Peaks Capital’s Factset FDS Stock Holding History

Utah Peaks Capital’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	-894	Closed	-$359K	–	44
2022 Q4	$359K	Buy	+894	New	+$381K	0.65%	32

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

Utah Peaks Capital's FDS Position: Q1 2023 in Review

Utah Peaks Capital sold out of Factset (FDS) in Q1 2023, closing a stake of 894 shares — an estimated $359K sold.

Utah Peaks Capital first reported a position in FDS in Q4 2022 and held it in 1 quarter. The position peaked at $359K in Q4 2022. 721 funds tracked by Wall St. Rank hold FDS as of Q1 2023.

Utah Peaks Capital reported no remaining Factset position as of Q1 2023 after selling out during the quarter.
Utah Peaks Capital sold 894 Factset shares in Q1 2023, an estimated $359K.
Utah Peaks Capital first reported a position in Factset in Q4 2022 and held it in 1 quarter.
Utah Peaks Capital's Factset position peaked at $359K in Q4 2022.
721 funds tracked by Wall St. Rank held Factset as of Q1 2023.

Based on Utah Peaks Capital's 13F filing for Q1 2023, filed 15 May 2023.