Institutional & Family Asset Management’s Fidelity National Financial FNF Stock Holding History

Institutional & Family Asset Management’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
2020 Q4	–	Sell	-1,029	Closed	-$31K	–	884
2020 Q3	$31K	Sell	1,029 -105	-9%	-$3.29K	0.01%	340
2020 Q2	$33K	Sell	1,134 -78	-6%	-$2.15K	0.01%	341
2020 Q1	$29K	Sell	1,212 -833	-41%	-$32.7K	0.01%	317
2019 Q4	$89K	Sell	2,045 -77	-4%	-$3.42K	0.02%	256
2019 Q3	$91K	Sell	2,122 -226	-10%	-$9.4K	0.02%	231
2019 Q2	$91K	Buy	2,348 +260	+12%	+$9.8K	0.02%	238
2019 Q1	$73K	Buy	2,088 +129	+7%	+$4.32K	0.02%	279
2018 Q4	$59K	Sell	1,959 -224	-10%	-$7.22K	0.01%	298
2018 Q3	$83K	Sell	2,183 -301	-12%	-$11.5K	0.02%	295
2018 Q2	$90K	Buy	2,484 +13	+0.5%	+$473	0.02%	282
2018 Q1	$95K	Buy	+2,471	New	+$94K	0.02%	251

Other funds holding FNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Institutional & Family Asset Management's FNF Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Fidelity National Financial (FNF) in Q4 2020, closing a stake of 1,029 shares — an estimated $31K sold.

Institutional & Family Asset Management first reported a position in FNF in Q1 2018 and held it in 11 quarters. The position peaked at $95K in Q1 2018. 526 funds tracked by Wall St. Rank hold FNF as of Q4 2020.

Institutional & Family Asset Management reported no remaining Fidelity National Financial position as of Q4 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 1,029 Fidelity National Financial shares in Q4 2020, an estimated $31K.
Institutional & Family Asset Management first reported a position in Fidelity National Financial in Q1 2018 and held it in 11 quarters.
Institutional & Family Asset Management's Fidelity National Financial position peaked at $95K in Q1 2018.
526 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.