Wasatch Advisors’s Factset FDS Stock Holding History

Wasatch Advisors’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
2017 Q3	–	Sell	-15,035	Closed	-$2.5M	–	335
2017 Q2	$2.5M	Sell	15,035 -32,900	-69%	-$5.38M	0.03%	223
2017 Q1	$7.91M	Sell	47,935 -2,750	-5%	-$481K	0.12%	132
2016 Q4	$8.28M	Sell	50,685 -1,893	-4%	-$302K	0.13%	130
2016 Q3	$8.52M	Sell	52,578 -1,800	-3%	-$310K	0.13%	138
2016 Q2	$8.78M	Sell	54,378 -281	-0.5%	-$43.4K	0.13%	151
2016 Q1	$8.31M	Sell	54,659 -7,168	-12%	-$1.07M	0.13%	151
2015 Q4	$10.1M	Sell	61,827 -1,658	-3%	-$278K	0.14%	154
2015 Q3	$10.1M	Sell	63,485 -5,234	-8%	-$856K	0.14%	161
2015 Q2	$11.2M	Sell	68,719 -2,090	-3%	-$340K	0.12%	179
2015 Q1	$11.3M	Sell	70,809 -6,681	-9%	-$1M	0.12%	164
2014 Q4	$10.9M	Sell	77,490 -4,014	-5%	-$533K	0.11%	171
2014 Q3	$9.9M	Sell	81,504 -81,088	-50%	-$10M	0.1%	189
2014 Q2	$19.6M	Sell	162,592 -426	-0.3%	-$46.2K	0.19%	145
2014 Q1	$17.6M	Sell	163,018 -1,236	-0.8%	-$131K	0.17%	153
2013 Q4	$17.8M	Sell	164,254 -2,711	-2%	-$301K	0.18%	152
2013 Q3	$18.2M	Sell	166,965 -4,381	-3%	-$473K	0.19%	152
2013 Q2	$17.5M	Buy	+171,346	New	+$16.4M	0.19%	168

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

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