FIM
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Freedom Investment Management’s Fidelity National Information Services FIS Stock Holding History

Freedom Investment 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
2023
Q3 		– Sell
-31,034
Closed -$1.7M – 706
2023
Q2 		$1.7M Sell
31,034
-4,467
-13% -$246K 0.19% 117
2023
Q1 		$1.93M Sell
35,501
-1,831
-5% -$119K 0.22% 114
2022
Q4 		$2.53M Buy
37,332
+5,554
+17% +$395K 0.29% 85
2022
Q3 		$2.4M Buy
31,778
+4,573
+17% +$426K 0.28% 86
2022
Q2 		$2.49M Sell
27,205
-8,695
-24% -$864K 0.27% 91
2022
Q1 		$3.6M Buy
35,900
+31,724
+760% +$3.32M 0.32% 72
2021
Q4 		$456K Sell
4,176
-133
-3% -$15K 0.03% 550
2021
Q3 		$524K Sell
4,309
-328
-7% -$44K 0.04% 493
2021
Q2 		$657K Buy
4,637
+519
+13% +$77.1K 0.05% 453
2021
Q1 		$579K Buy
4,118
+777
+23% +$106K 0.05% 472
2020
Q4 		$473K Buy
3,341
+500
+18% +$71.4K 0.05% 347
2020
Q3 		$418K Sell
2,841
-244
-8% -$35.3K 0.05% 325
2020
Q2 		$414K Sell
3,085
-517
-14% -$67.9K 0.05% 328
2020
Q1 		$527K Buy
+3,602
New +$500K 0.05% 334
2017
Q1 		– Sell
-3,086
Closed -$233K – 1072
2016
Q4 		$233K Buy
+3,086
New +$235K 0.01% 809

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Freedom Investment Management's FIS Position: Q3 2023 in Review

Freedom Investment Management sold out of Fidelity National Information Services (FIS) in Q3 2023, closing a stake of 31,034 shares — an estimated $1.7M sold.

Freedom Investment Management first reported a position in FIS in Q4 2016 and held it in 15 quarters. The position peaked at $3.6M in Q1 2022. 924 funds tracked by Wall St. Rank hold FIS as of Q3 2023.

  • Freedom Investment Management reported no remaining Fidelity National Information Services position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 31,034 Fidelity National Information Services shares in Q3 2023, an estimated $1.7M.
  • Freedom Investment Management first reported a position in Fidelity National Information Services in Q4 2016 and held it in 15 quarters.
  • Freedom Investment Management's Fidelity National Information Services position peaked at $3.6M in Q1 2022.
  • 924 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.