EFS
FNF icon

Econ Financial Services’s Fidelity National Financial FNF Stock Holding History

Econ Financial Services’s Portfolio FNF Stock Details FNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-68,379
Closed -$2.46M – 75
2023
Q2 		$2.46M Buy
68,379
+6,966
+11% +$243K 1.74% 19
2023
Q1 		$2.15M Buy
+61,413
New +$2.42M 1.62% 22

Other funds holding FNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Econ Financial Services's FNF Position: Q3 2023 in Review

Econ Financial Services sold out of Fidelity National Financial (FNF) in Q3 2023, closing a stake of 68,379 shares — an estimated $2.46M sold.

Econ Financial Services first reported a position in FNF in Q1 2023 and held it in 2 quarters. The position peaked at $2.46M in Q2 2023. 595 funds tracked by Wall St. Rank hold FNF as of Q3 2023.

  • Econ Financial Services reported no remaining Fidelity National Financial position as of Q3 2023 after selling out during the quarter.
  • Econ Financial Services sold 68,379 Fidelity National Financial shares in Q3 2023, an estimated $2.46M.
  • Econ Financial Services first reported a position in Fidelity National Financial in Q1 2023 and held it in 2 quarters.
  • Econ Financial Services's Fidelity National Financial position peaked at $2.46M in Q2 2023.
  • 595 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.