Winton Group’s Fidus Investment FDUS Stock Holding History

Winton Group’s Portfolio FDUS Stock Details FDUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-26,631	Closed	-$524K	–	691
2023 Q4	$524K	Buy	26,631 +7,332	+38%	+$140K	0.04%	277
2023 Q3	$371K	Buy	+19,299	New	+$380K	0.03%	453

Other funds holding FDUS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Winton Group's FDUS Position: Q1 2024 in Review

Winton Group sold out of Fidus Investment (FDUS) in Q1 2024, closing a stake of 26,631 shares — an estimated $524K sold.

Winton Group first reported a position in FDUS in Q3 2023 and held it in 2 quarters. The position peaked at $524K in Q4 2023. 111 funds tracked by Wall St. Rank hold FDUS as of Q1 2024.

Winton Group reported no remaining Fidus Investment position as of Q1 2024 after selling out during the quarter.
Winton Group sold 26,631 Fidus Investment shares in Q1 2024, an estimated $524K.
Winton Group first reported a position in Fidus Investment in Q3 2023 and held it in 2 quarters.
Winton Group's Fidus Investment position peaked at $524K in Q4 2023.
111 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2024.

Based on Winton Group's 13F filing for Q1 2024, filed 14 May 2024.