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Evercore Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Evercore Wealth Management’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
2022
Q3 		– Sell
-5,170
Closed -$474K – 384
2022
Q2 		$474K Sell
5,170
-18,219
-78% -$1.81M 0.01% 261
2022
Q1 		$2.35M Sell
23,389
-235,983
-91% -$24.7M 0.04% 152
2021
Q4 		$28.3M Sell
259,372
-231,036
-47% -$26.1M 0.46% 45
2021
Q3 		$59.7M Buy
490,408
+21,416
+5% +$2.87M 1.08% 36
2021
Q2 		$66.4M Buy
468,992
+52,842
+13% +$7.85M 1.22% 32
2021
Q1 		$58.5M Buy
+416,150
New +$56.8M 1.16% 33
2018
Q1 		– Sell
-595
Closed -$56K – 502
2017
Q4 		$56K Hold
595
– – ﹤0.01% 561
2017
Q3 		$56K Hold
595
– – ﹤0.01% 559
2017
Q2 		$51K Buy
595
+220
+59% +$18.4K ﹤0.01% 570
2017
Q1 		$30K Sell
375
-69
-16% -$5.55K ﹤0.01% 688
2016
Q4 		$34K Buy
444
+16
+4% +$1.22K ﹤0.01% 666
2016
Q3 		$33K Hold
428
– – ﹤0.01% 689
2016
Q2 		$32K Sell
428
-27
-6% -$1.9K ﹤0.01% 670
2016
Q1 		$29K Hold
455
– – ﹤0.01% 665
2015
Q4 		$28K Hold
455
– – ﹤0.01% 706
2015
Q3 		$30K Sell
455
-1,300
-74% -$86.6K ﹤0.01% 669
2015
Q2 		$108K Hold
1,755
– – ﹤0.01% 505
2015
Q1 		$120K Buy
1,755
+80
+5% +$5.23K 0.01% 503
2014
Q4 		$105K Hold
1,675
– – 0.01% 457
2014
Q3 		$94K Sell
1,675
-30
-2% -$1.7K ﹤0.01% 522
2014
Q2 		$95K Buy
1,705
+30
+2% +$1.61K ﹤0.01% 519
2014
Q1 		$89K Hold
1,675
– – 0.01% 504
2013
Q4 		$90K Sell
1,675
-144
-8% -$7.1K ﹤0.01% 471
2013
Q3 		$85K Buy
1,819
+144
+9% +$6.53K ﹤0.01% 508
2013
Q2 		$72K Buy
+1,675
New +$71.6K ﹤0.01% 524

Other funds holding FIS

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evercore Wealth Management's FIS Position: Q3 2022 in Review

Evercore Wealth Management sold out of Fidelity National Information Services (FIS) in Q3 2022, closing a stake of 5,170 shares — an estimated $474K sold.

Evercore Wealth Management first reported a position in FIS in Q2 2013 and held it in 25 quarters. The position peaked at $66.4M in Q2 2021. 1,027 funds tracked by Wall St. Rank hold FIS as of Q3 2022.

  • Evercore Wealth Management reported no remaining Fidelity National Information Services position as of Q3 2022 after selling out during the quarter.
  • Evercore Wealth Management sold 5,170 Fidelity National Information Services shares in Q3 2022, an estimated $474K.
  • Evercore Wealth Management first reported a position in Fidelity National Information Services in Q2 2013 and held it in 25 quarters.
  • Evercore Wealth Management's Fidelity National Information Services position peaked at $66.4M in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2022.

Based on Evercore Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.