KIG
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Kowal Investment Group’s Fidelity National Financial FNF Stock Holding History

Kowal Investment Group’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
2023
Q4 		– Sell
-6,141
Closed -$254K – 169
2023
Q3 		$254K Buy
6,141
+94
+2% +$3.76K 0.07% 127
2023
Q2 		$218K Buy
+6,047
New +$211K 0.06% 150
2021
Q4 		– Sell
-390
Closed -$17K – 409
2021
Q3 		$17K Buy
+390
New +$17.3K 0.01% 406

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kowal Investment Group's FNF Position: Q4 2023 in Review

Kowal Investment Group sold out of Fidelity National Financial (FNF) in Q4 2023, closing a stake of 6,141 shares — an estimated $254K sold.

Kowal Investment Group first reported a position in FNF in Q3 2021 and held it in 3 quarters. The position peaked at $254K in Q3 2023. 649 funds tracked by Wall St. Rank hold FNF as of Q4 2023.

  • Kowal Investment Group reported no remaining Fidelity National Financial position as of Q4 2023 after selling out during the quarter.
  • Kowal Investment Group sold 6,141 Fidelity National Financial shares in Q4 2023, an estimated $254K.
  • Kowal Investment Group first reported a position in Fidelity National Financial in Q3 2021 and held it in 3 quarters.
  • Kowal Investment Group's Fidelity National Financial position peaked at $254K in Q3 2023.
  • 649 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2023.

Based on Kowal Investment Group's 13F filing for Q4 2023, filed 22 Jan 2024.