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Lake Street Advisors Group’s Fidelity National Information Services FIS Stock Holding History

Lake Street Advisors 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
Q4 		$488K Sell
6,039
-295
-5% -$25.4K 0.02% 336
2024
Q3 		$531K Sell
6,334
-346
-5% -$27.3K 0.02% 322
2024
Q2 		$503K Buy
6,680
+461
+7% +$34.1K 0.02% 316
2024
Q1 		$461K Buy
6,219
+685
+12% +$44.6K 0.02% 354
2023
Q4 		$332K Buy
+5,534
New +$304K 0.02% 409
2021
Q3 		– Sell
-2,199
Closed -$294K – 302
2021
Q2 		$294K Sell
2,199
-131
-6% -$19.5K 0.02% 249
2021
Q1 		$328K Sell
2,330
-112
-5% -$15.3K 0.03% 217
2020
Q4 		$345K Sell
2,442
-189
-7% -$27K 0.03% 204
2020
Q3 		$387K Buy
2,631
+127
+5% +$18.4K 0.04% 166
2020
Q2 		$336K Sell
2,504
-240
-9% -$31.5K 0.03% 181
2020
Q1 		$334K Buy
2,744
+778
+40% +$108K 0.04% 155
2019
Q4 		$273K Buy
1,966
+252
+15% +$33.8K 0.03% 202
2019
Q3 		$217K Buy
+1,714
New +$228K 0.02% 204

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Lake Street Advisors Group's FIS Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Fidelity National Information Services (FIS) stake by 4.7% in Q4 2024, selling an estimated $25.4K and leaving 6,039 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #336.

Lake Street Advisors Group first reported a position in FIS in Q3 2019 and has held it in 13 quarters since. The position peaked at $531K in Q3 2024. 1,075 funds tracked by Wall St. Rank hold FIS as of Q4 2024.

  • Lake Street Advisors Group held 6,039 shares of Fidelity National Information Services worth $488K as of Q4 2024.
  • Lake Street Advisors Group sold 295 Fidelity National Information Services shares in Q4 2024, an estimated $25.4K.
  • Fidelity National Information Services made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #336 holding.
  • Lake Street Advisors Group first reported a position in Fidelity National Information Services in Q3 2019 and has held it in 13 quarters since.
  • Lake Street Advisors Group's Fidelity National Information Services position peaked at $531K in Q3 2024.
  • 1,075 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.