Number of Shares
52,852.00
Current Holdings Value*
$24.03 Mil
% of Portfolio
2.47%
Total Estimate Gain
$-1.79 Mil
% of Total Estimate Gain
-7.43%

Sone Capital Management, LLC's FactSet Research Systems Inc Holding Summary

As of 2025-03-31, Sone Capital Management, LLC held 52,852.00 shares of FactSet Research Systems Inc(FDS), totaling $24.03 Mil. This investment constitutes 2.47% of their stock portfolio, and Sone Capital Management, LLC now holds 0.14% of the outstanding FactSet Research Systems Inc(FDS) stock.

The initial trade took place in 2025Q1. And since then Sone Capital Management, LLC has made 1 purchases of FDS, at an average price of $455.27, for a total of 52,852.00 shares. Based on historical transaction data and FDS's current price of $421.46, Sone Capital Management, LLC's estimated gain on his FDS holdings is $-1.79 Mil, reflecting a -7.43% gain to date.

Sone Capital Management, LLC FDS ($421.46) Holding Chart

Sone Capital Management, LLC FDS ($421.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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