Wedge Capital Management’s Factset FDS Stock Holding History

Wedge Capital Management’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
2020 Q1	–	Sell	-1,333	Closed	-$358K	–	547
2019 Q4	$358K	Sell	1,333 -375	-22%	-$96.3K	﹤0.01%	440
2019 Q3	$415K	Buy	+1,708	New	+$474K	﹤0.01%	429
2015 Q4	–	Sell	-4,375	Closed	-$699K	–	592
2015 Q3	$699K	Sell	4,375 -1,100	-20%	-$180K	0.01%	380
2015 Q2	$890K	Buy	5,475 +1,100	+25%	+$179K	0.01%	339
2015 Q1	$697K	Hold	4,375	–	–	0.01%	373
2014 Q4	$616K	Sell	4,375 -600	-12%	-$79.7K	0.01%	415
2014 Q3	$605K	Buy	4,975 +1,200	+32%	+$148K	0.01%	413
2014 Q2	$454K	Buy	3,775 +1,800	+91%	+$195K	﹤0.01%	442
2014 Q1	$213K	Buy	+1,975	New	+$209K	﹤0.01%	484

Other funds holding FDS

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

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

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

Loomis, Sayles & Company

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Bank of America

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