Advisory Research’s Fidelity National Information Services FIS Stock Holding History

Advisory Research’s Portfolio FIS Stock Details FIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,607	Closed	-$484K	–	318
2020 Q2	$484K	Buy	3,607 +999	+38%	+$131K	0.04%	243
2020 Q1	$317K	Sell	2,608 -24	-0.9%	-$3.33K	0.02%	238
2019 Q4	$366K	Sell	2,632 -641	-20%	-$86K	0.02%	268
2019 Q3	$435K	Buy	3,273 +294	+10%	+$39K	0.02%	265
2019 Q2	$365K	Buy	+2,979	New	+$350K	0.01%	323
2014 Q2	–	Sell	-1,240	Closed	-$66K	–	452
2014 Q1	$66K	Buy	+1,240	New	+$66.1K	﹤0.01%	692

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisory Research's FIS Position: Q3 2020 in Review

Advisory Research sold out of Fidelity National Information Services (FIS) in Q3 2020, closing a stake of 3,607 shares — an estimated $484K sold.

Advisory Research first reported a position in FIS in Q1 2014 and held it in 6 quarters. The position peaked at $484K in Q2 2020. 1,105 funds tracked by Wall St. Rank hold FIS as of Q3 2020.

Advisory Research reported no remaining Fidelity National Information Services position as of Q3 2020 after selling out during the quarter.
Advisory Research sold 3,607 Fidelity National Information Services shares in Q3 2020, an estimated $484K.
Advisory Research first reported a position in Fidelity National Information Services in Q1 2014 and held it in 6 quarters.
Advisory Research's Fidelity National Information Services position peaked at $484K in Q2 2020.
1,105 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2020.

Based on Advisory Research's 13F filing for Q3 2020, filed 12 Nov 2020.