Number of Shares
17,017.00
Current Holdings Value*
$7.74 Mil
% of Portfolio
0.09%
Total Estimate Gain
$-533,995.30
% of Total Estimate Gain
-5.45%

YOUSIF CAPITAL MANAGEMENT, LLC's FactSet Research Systems Inc Holding Summary

As of 2025-03-31, YOUSIF CAPITAL MANAGEMENT, LLC held 17,017.00 shares of FactSet Research Systems Inc(FDS), totaling $7.74 Mil. This investment constitutes 0.09% of their stock portfolio, and YOUSIF CAPITAL MANAGEMENT, LLC now holds 0.04% of the outstanding FactSet Research Systems Inc(FDS) stock.

The initial trade took place in 2021Q4. And since then YOUSIF CAPITAL MANAGEMENT, LLC has made 4 purchases of FDS, at an average price of $446.92, for a total of 21,943.00 shares. In addition, there have been 9 sales at an average price of $426.49 for 4,926.00 shares. Based on historical transaction data and FDS's current price of $421.46, YOUSIF CAPITAL MANAGEMENT, LLC's estimated gain on his FDS holdings is $-533,995.30, reflecting a -5.45% gain to date.

YOUSIF CAPITAL MANAGEMENT, LLC FDS ($421.46) Holding Chart

YOUSIF 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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