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Eagle Asset Management’s Financial Institutions FISI Stock Holding History

Eagle Asset Management’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,282
Closed -$28K – 623
2020
Q4 		$28K Buy
+1,282
New +$24.8K ﹤0.01% 552

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Asset Management's FISI Position: Q1 2021 in Review

Eagle Asset Management sold out of Financial Institutions (FISI) in Q1 2021, closing a stake of 1,282 shares — an estimated $28K sold.

Eagle Asset Management first reported a position in FISI in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 113 funds tracked by Wall St. Rank hold FISI as of Q1 2021.

  • Eagle Asset Management reported no remaining Financial Institutions position as of Q1 2021 after selling out during the quarter.
  • Eagle Asset Management sold 1,282 Financial Institutions shares in Q1 2021, an estimated $28K.
  • Eagle Asset Management first reported a position in Financial Institutions in Q4 2020 and held it in 1 quarter.
  • Eagle Asset Management's Financial Institutions position peaked at $28K in Q4 2020.
  • 113 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2021.

Based on Eagle Asset Management's 13F filing for Q1 2021, filed 14 May 2021.