KIG
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Kowal Investment Group’s Fidelity National Information Services FIS Stock Holding History

Kowal Investment Group’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
2024
Q3 		$1.01M Sell
12,026
-86
-0.7% -$6.79K 0.19% 77
2024
Q2 		$913K Sell
12,112
-2,568
-17% -$190K 0.18% 75
2024
Q1 		$1.09M Sell
14,680
-158
-1% -$10.3K 0.24% 65
2023
Q4 		$891K Sell
14,838
-539
-4% -$29.6K 0.21% 67
2023
Q3 		$850K Buy
15,377
+665
+5% +$38.3K 0.23% 60
2023
Q2 		$805K Sell
14,712
-73
-0.5% -$4.02K 0.22% 63
2023
Q1 		$803K Sell
14,785
-164
-1% -$10.7K 0.23% 59
2022
Q4 		$1.01M Buy
14,949
+375
+3% +$26.6K 0.3% 43
2022
Q3 		$1.1M Buy
14,574
+12
+0.1% +$1.12K 0.37% 32
2022
Q2 		$1.33M Buy
14,562
+5,796
+66% +$576K 0.44% 23
2022
Q1 		$880K Buy
8,766
+10
+0.1% +$1.05K 0.27% 38
2021
Q4 		$956K Sell
8,756
-1,547
-15% -$175K 0.28% 33
2021
Q3 		$1.25M Buy
10,303
+14
+0.1% +$1.88K 0.4% 20
2021
Q2 		$1.46M Sell
10,289
-459
-4% -$68.2K 0.53% 17
2021
Q1 		$1.51M Buy
10,748
+14
+0.1% +$1.91K 0.61% 14
2020
Q4 		$1.43M Buy
+10,734
New +$1.53M 0.67% 13

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kowal Investment Group's FIS Position: Q3 2024 in Review

Kowal Investment Group reduced its Fidelity National Information Services (FIS) stake by 0.71% in Q3 2024, selling an estimated $6.79K and leaving 12,026 shares worth $1.01M. The position accounts for 0.19% of the portfolio, ranked #77.

Kowal Investment Group first reported a position in FIS in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.51M in Q1 2021. 1,050 funds tracked by Wall St. Rank hold FIS as of Q3 2024.

  • Kowal Investment Group held 12,026 shares of Fidelity National Information Services worth $1.01M as of Q3 2024.
  • Kowal Investment Group sold 86 Fidelity National Information Services shares in Q3 2024, an estimated $6.79K.
  • Fidelity National Information Services made up 0.19% of Kowal Investment Group's portfolio in Q3 2024, its #77 holding.
  • Kowal Investment Group first reported a position in Fidelity National Information Services in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Fidelity National Information Services position peaked at $1.51M in Q1 2021.
  • 1,050 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.