ZIM
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Zacks Investment Management’s Factset FDS Stock Holding History

Zacks Investment 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
2023
Q2 		– Sell
-9,055
Closed -$3.76M – 668
2023
Q1 		$3.76M Buy
9,055
+322
+4% +$134K 0.05% 210
2022
Q4 		$3.5M Sell
8,733
-420
-5% -$179K 0.05% 223
2022
Q3 		$3.66M Sell
9,153
-111
-1% -$47K 0.06% 200
2022
Q2 		$3.56M Buy
9,264
+948
+11% +$371K 0.05% 194
2022
Q1 		$3.61M Buy
+8,316
New +$3.51M 0.05% 211

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zacks Investment Management's FDS Position: Q2 2023 in Review

Zacks Investment Management sold out of Factset (FDS) in Q2 2023, closing a stake of 9,055 shares — an estimated $3.76M sold.

Zacks Investment Management first reported a position in FDS in Q1 2022 and held it in 5 quarters. The position peaked at $3.76M in Q1 2023. 734 funds tracked by Wall St. Rank hold FDS as of Q2 2023.

  • Zacks Investment Management reported no remaining Factset position as of Q2 2023 after selling out during the quarter.
  • Zacks Investment Management sold 9,055 Factset shares in Q2 2023, an estimated $3.76M.
  • Zacks Investment Management first reported a position in Factset in Q1 2022 and held it in 5 quarters.
  • Zacks Investment Management's Factset position peaked at $3.76M in Q1 2023.
  • 734 funds tracked by Wall St. Rank held Factset as of Q2 2023.

Based on Zacks Investment Management's 13F filing for Q2 2023, filed 15 Aug 2023.