Summit Investment Advisors »

FactSet Research Systems shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in FactSet Research Systems

Tip: Access up to 7 years of quarterly data

All positions including FactSet Research Systems held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in FactSet Research Systems by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 4.5k 477.05
2023-09-30 $2.1M 4.7k 437.26
2023-06-30 $2.2M 5.5k 400.65
2023-03-31 $2.3M 5.6k 415.09
2022-12-31 $1.7M 4.2k 401.21
2022-09-30 $1.6M 4.0k 400.00
2022-06-30 $1.4M 3.6k 384.32
2022-03-31 $789k 1.8k 433.96
2021-12-31 $882k 1.8k 485.28
2021-09-30 $4.5M 11k 394.72
2021-06-30 $3.9M 12k 335.09
2021-03-31 $3.6M 12k 308.56
2020-12-31 $3.9M 12k 332.48
2020-09-30 $2.6M 13k 200.00
2020-06-30 $4.7M 14k 328.50
2020-03-31 $3.5M 13k 260.64
2019-12-31 $3.6M 13k 268.08
2019-09-30 $3.4M 14k 242.95
2019-06-30 $4.2M 15k 286.54
2019-03-31 $3.6M 15k 248.23
2018-12-31 $2.9M 15k 200.11
2018-09-30 $3.3M 15k 223.75
2018-06-30 $2.9M 15k 197.93
2018-03-31 $3.0M 15k 199.41
2017-12-31 $3.1M 16k 192.73
2017-09-30 $2.9M 16k 180.00
2017-06-30 $2.7M 16k 166.14
2017-03-31 $2.6M 16k 164.77
2016-12-31 $2.9M 18k 163.40
2016-09-30 $3.0M 18k 162.11
2016-06-30 $2.0M 13k 161.36
2016-03-31 $943k 6.2k 151.58
2015-12-31 $1.0M 6.2k 162.51
2015-09-30 $994k 6.2k 159.78
2015-06-30 $948k 5.8k 162.58
2015-03-31 $928k 5.8k 159.15
2014-12-31 $803k 5.7k 140.68
2014-09-30 $704k 5.8k 121.59
2014-06-30 $705k 5.9k 120.23
2014-03-31 $655k 6.1k 107.87
2013-12-31 $686k 6.3k 108.63
2013-09-30 $697k 6.4k 109.06