Winton Group’s Information Services Group III Stock Holding History

Winton Group’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-28,576	Closed	-$135K	–	734
2023 Q4	$135K	Buy	28,576 +39	+0.1%	+$171	0.01%	690
2023 Q3	$125K	Buy	+28,537	New	+$143K	0.01%	705
2021 Q4	–	Sell	-19,665	Closed	-$141K	–	1195
2021 Q3	$141K	Buy	+19,665	New	+$131K	0.01%	1274

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Winton Group's III Position: Q1 2024 in Review

Winton Group sold out of Information Services Group (III) in Q1 2024, closing a stake of 28,576 shares — an estimated $135K sold.

Winton Group first reported a position in III in Q3 2021 and held it in 3 quarters. The position peaked at $141K in Q3 2021. 93 funds tracked by Wall St. Rank hold III as of Q1 2024.

Winton Group reported no remaining Information Services Group position as of Q1 2024 after selling out during the quarter.
Winton Group sold 28,576 Information Services Group shares in Q1 2024, an estimated $135K.
Winton Group first reported a position in Information Services Group in Q3 2021 and held it in 3 quarters.
Winton Group's Information Services Group position peaked at $141K in Q3 2021.
93 funds tracked by Wall St. Rank held Information Services Group as of Q1 2024.

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