FactSet Research Systems shares owned by Sage Private Wealth Group
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Sage Private Wealth Group
from 13F filings
Historical chart of Sage Private Wealth Group investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by Sage Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $608k | 2.1k | 286.51 |
| 2025-06-30 | $606k | 1.4k | 447.53 |
| 2025-03-31 | $529k | 1.2k | 454.82 |
| 2024-12-31 | $542k | 1.1k | 480.35 |
| 2024-09-30 | $517k | 1.1k | 460.22 |
| 2024-06-30 | $444k | 1.1k | 408.52 |
| 2024-03-31 | $363k | 798 | 454.66 |
| 2023-12-31 | $207k | 433 | 477.89 |
| 2023-09-30 | $239k | 546 | 437.79 |
| 2023-06-30 | $213k | 532 | 401.07 |
| 2023-03-31 | $221k | 532 | 415.44 |
| 2022-12-31 | $225k | 560 | 401.46 |
| 2022-09-30 | $224k | 560 | 400.00 |
| 2022-06-30 | $215k | 560 | 383.93 |
| 2022-03-31 | $231k | 531 | 435.03 |
| 2021-12-31 | $230k | 474 | 485.23 |
| 2021-09-30 | $195k | 495 | 393.94 |
| 2021-06-30 | $166k | 495 | 335.35 |
| 2021-03-31 | $153k | 495 | 309.09 |
| 2020-12-31 | $147k | 443 | 331.83 |