FactSet Research Systems shares owned by Whittier Trust
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier Trust investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 3.6k | 282.33 |
| 2025-06-30 | $9.3M | 21k | 447.26 |
| 2025-03-31 | $9.2M | 20k | 454.63 |
| 2024-12-31 | $9.4M | 20k | 480.26 |
| 2024-09-30 | $8.7M | 19k | 459.83 |
| 2024-06-30 | $7.4M | 18k | 408.25 |
| 2024-03-31 | $7.8M | 17k | 454.38 |
| 2023-12-31 | $7.9M | 17k | 477.03 |
| 2023-09-30 | $7.0M | 16k | 437.25 |
| 2023-06-30 | $6.2M | 16k | 400.63 |
| 2023-03-31 | $6.1M | 15k | 415.07 |
| 2022-12-31 | $5.9M | 15k | 401.19 |
| 2022-09-30 | $5.6M | 14k | 400.07 |
| 2022-06-30 | $2.9M | 7.5k | 384.56 |
| 2022-03-31 | $3.2M | 7.4k | 434.06 |
| 2021-12-31 | $3.4M | 6.9k | 486.05 |
| 2021-09-30 | $2.6M | 6.7k | 394.72 |
| 2021-06-30 | $2.2M | 6.4k | 335.52 |
| 2021-03-31 | $1.9M | 6.0k | 308.62 |
| 2020-09-30 | $1.7M | 5.2k | 334.82 |
| 2020-06-30 | $1.6M | 4.8k | 328.43 |
| 2020-03-31 | $1.2M | 4.7k | 260.65 |
| 2019-12-31 | $27k | 99 | 272.73 |
| 2019-09-30 | $5.0k | 22 | 227.27 |
| 2019-06-30 | $6.0k | 22 | 272.73 |
| 2019-03-31 | $5.0k | 22 | 227.27 |
| 2017-09-30 | $14k | 77 | 181.82 |