Daniel Loeb’s Fidelity National Information Services FIS Stock Holding History

Daniel Loeb’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
2023 Q4	–	Sell	-300,000	Closed	-$16.6M	–	38
2023 Q3	$16.6M	Hold	300,000	–	–	0.25%	30
2023 Q2	$16.4M	Buy	+300,000	New	+$16.5M	0.24%	32
2023 Q1	–	Sell	-2,000,000	Closed	-$136M	–	48
2022 Q4	$136M	Buy	+2,000,000	New	+$142M	2.27%	13
2021 Q1	–	Sell	-2,136,422	Closed	-$302M	–	132
2020 Q4	$302M	Sell	2,136,422 -1,063,578	-33%	-$152M	2.33%	15
2020 Q3	$471M	Hold	3,200,000	–	–	4.71%	7
2020 Q2	$429M	Buy	3,200,000 +855,000	+36%	+$112M	5.87%	5
2020 Q1	$285M	Sell	2,345,000 -155,000	-6%	-$21.5M	4.55%	7
2019 Q4	$348M	Buy	2,500,000 +11	+0%	+$1.48K	4%	7
2019 Q3	$332M	Buy	+2,499,989	New	+$332M	3.94%	8

Other funds holding FIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Daniel Loeb's FIS Position: Q4 2023 in Review

Daniel Loeb sold out of Fidelity National Information Services (FIS) in Q4 2023, closing a stake of 300,000 shares — an estimated $16.6M sold.

Daniel Loeb first reported a position in FIS in Q3 2019 and held it in 9 quarters. The position peaked at $471M in Q3 2020. 971 funds tracked by Wall St. Rank hold FIS as of Q4 2023.

Daniel Loeb reported no remaining Fidelity National Information Services position as of Q4 2023 after selling out during the quarter.
Daniel Loeb sold 300,000 Fidelity National Information Services shares in Q4 2023, an estimated $16.6M.
Daniel Loeb first reported a position in Fidelity National Information Services in Q3 2019 and held it in 9 quarters.
Daniel Loeb's Fidelity National Information Services position peaked at $471M in Q3 2020.
971 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2023.

Based on Third Point's 13F filing for Q4 2023, filed 14 Feb 2024.