GI
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Gradient Investments’s Fidelity National Financial FNF Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-1,852
Closed -$91.5K – 674
2024
Q2 		$91.5K Buy
1,852
+1,703
+1,143% +$85.7K ﹤0.01% 411
2024
Q1 		$7.9K Sell
149
-143
-49% -$7.21K ﹤0.01% 662
2023
Q4 		$14.9K Sell
292
-24
-8% -$1.04K ﹤0.01% 760
2023
Q3 		$13.1K Sell
316
-3,924
-93% -$157K ﹤0.01% 757
2023
Q2 		$153K Sell
4,240
-32
-0.7% -$1.12K ﹤0.01% 352
2023
Q1 		$149K Sell
4,272
-23
-0.5% -$905 ﹤0.01% 322
2022
Q4 		$162K Sell
4,295
-331
-7% -$12.4K 0.01% 325
2022
Q3 		$161K Sell
4,626
-247
-5% -$9.22K ﹤0.01% 309
2022
Q2 		$173K Sell
4,873
-1,050
-18% -$41K 0.01% 303
2022
Q1 		$278K Sell
5,923
-277,831
-98% -$13.3M 0.01% 262
2021
Q4 		$14.2M Sell
283,754
-4,348
-2% -$208K 0.36% 66
2021
Q3 		$12.6M Sell
288,102
-5,354
-2% -$238K 0.35% 71
2021
Q2 		$12.3M Buy
293,456
+3,541
+1% +$155K 0.36% 64
2021
Q1 		$11.3M Sell
289,915
-4,987
-2% -$189K 0.37% 60
2020
Q4 		$8.88M Sell
294,902
-4,340
-1% -$146K 0.38% 77
2020
Q3 		$9.01M Buy
299,242
+295,082
+7,093% +$9.24M 0.38% 77
2020
Q2 		$123K Sell
4,160
-2
-0% -$55 0.01% 276
2020
Q1 		$100K Buy
4,162
+2
+0% +$79 0.01% 273
2019
Q4 		$181K Sell
4,160
-1,399
-25% -$62.1K 0.01% 265
2019
Q3 		$237K Buy
+5,559
New +$231K 0.01% 251
2018
Q4 		– Sell
-15
Closed -$1K – 971
2018
Q3 		$1K Hold
15
– – ﹤0.01% 902
2018
Q2 		$1K Hold
15
– – ﹤0.01% 895
2018
Q1 		$1K Hold
15
– – ﹤0.01% 900
2017
Q4 		$1K Buy
+15
New +$547 ﹤0.01% 897
2017
Q3 		– Sell
-370
Closed -$12K – 401
2017
Q2 		$12K Buy
+370
New +$10.7K ﹤0.01% 452
2013
Q4 		– Sell
-21
Closed – – 604
2013
Q3 		$0 Hold
21
– – ﹤0.01% 525
2013
Q2 		$0 Buy
+21
New +$305 ﹤0.01% 476

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gradient Investments's FNF Position: Q3 2024 in Review

Gradient Investments sold out of Fidelity National Financial (FNF) in Q3 2024, closing a stake of 1,852 shares — an estimated $91.5K sold.

Gradient Investments first reported a position in FNF in Q2 2013 and held it in 27 quarters. The position peaked at $14.2M in Q4 2021. 690 funds tracked by Wall St. Rank hold FNF as of Q3 2024.

  • Gradient Investments reported no remaining Fidelity National Financial position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,852 Fidelity National Financial shares in Q3 2024, an estimated $91.5K.
  • Gradient Investments first reported a position in Fidelity National Financial in Q2 2013 and held it in 27 quarters.
  • Gradient Investments's Fidelity National Financial position peaked at $14.2M in Q4 2021.
  • 690 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.