Yorktown Management & Research Company’s Nice NICE Stock Holding History

Yorktown Management & Research Company’s Portfolio NICE Stock Details NICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,100	Closed	-$361K	–	220
2024 Q2	$361K	Buy	2,100 +600	+40%	+$123K	0.39%	111
2024 Q1	$391K	Hold	1,500	–	–	0.37%	106
2023 Q4	$299K	Buy	+1,500	New	+$270K	0.31%	172
2021 Q2	–	Sell	-1,100	Closed	-$240K	–	257
2021 Q1	$240K	Buy	+1,100	New	+$275K	0.2%	203
2017 Q3	–	Sell	-2,650	Closed	-$209K	–	405
2017 Q2	$209K	Buy	+2,650	New	+$196K	0.07%	292

Other funds holding NICE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Yorktown Management & Research Company's NICE Position: Q3 2024 in Review

Yorktown Management & Research Company sold out of Nice (NICE) in Q3 2024, closing a stake of 2,100 shares — an estimated $361K sold.

Yorktown Management & Research Company first reported a position in NICE in Q2 2017 and held it in 5 quarters. The position peaked at $391K in Q1 2024. 397 funds tracked by Wall St. Rank hold NICE as of Q3 2024.

Yorktown Management & Research Company reported no remaining Nice position as of Q3 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 2,100 Nice shares in Q3 2024, an estimated $361K.
Yorktown Management & Research Company first reported a position in Nice in Q2 2017 and held it in 5 quarters.
Yorktown Management & Research Company's Nice position peaked at $391K in Q1 2024.
397 funds tracked by Wall St. Rank held Nice as of Q3 2024.

Based on Yorktown Management & Research Company's 13F filing for Q3 2024, filed 25 Oct 2024.