Welch & Forbes’s Descartes Systems DSGX Stock Holding History

Welch & Forbes’s Portfolio DSGX Stock Details DSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,500	Closed	-$222K	–	371
2022 Q3	$222K	Hold	3,500	–	–	﹤0.01%	355
2022 Q2	$217K	Hold	3,500	–	–	﹤0.01%	364
2022 Q1	$256K	Hold	3,500	–	–	﹤0.01%	349
2021 Q4	$289K	Hold	3,500	–	–	﹤0.01%	343
2021 Q3	$284K	Hold	3,500	–	–	﹤0.01%	348
2021 Q2	$242K	Sell	3,500 -1,039	-23%	-$65.7K	﹤0.01%	369
2021 Q1	$276K	Hold	4,539	–	–	0.01%	347
2020 Q4	$265K	Buy	+4,539	New	+$257K	0.01%	351

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Welch & Forbes's DSGX Position: Q4 2022 in Review

Welch & Forbes sold out of Descartes Systems (DSGX) in Q4 2022, closing a stake of 3,500 shares — an estimated $222K sold.

Welch & Forbes first reported a position in DSGX in Q4 2020 and held it in 8 quarters. The position peaked at $289K in Q4 2021. 227 funds tracked by Wall St. Rank hold DSGX as of Q4 2022.

Welch & Forbes reported no remaining Descartes Systems position as of Q4 2022 after selling out during the quarter.
Welch & Forbes sold 3,500 Descartes Systems shares in Q4 2022, an estimated $222K.
Welch & Forbes first reported a position in Descartes Systems in Q4 2020 and held it in 8 quarters.
Welch & Forbes's Descartes Systems position peaked at $289K in Q4 2021.
227 funds tracked by Wall St. Rank held Descartes Systems as of Q4 2022.

Based on Welch & Forbes's 13F filing for Q4 2022, filed 2 Feb 2023.