Lee Financial’s Fidelity National Information Services FIS Stock Holding History

Lee Financial’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
2023 Q4	–	Sell	-38	Closed	-$2.1K	–	882
2023 Q3	$2.1K	Hold	38	–	–	﹤0.01%	670
2023 Q2	$2.08K	Buy	+38	New	+$2.09K	﹤0.01%	652
2023 Q1	–	Sell	-7	Closed	-$475	–	859
2022 Q4	$475	Hold	7	–	–	﹤0.01%	827
2022 Q3	$1K	Sell	7 -2	-22%	-$186	﹤0.01%	756
2022 Q2	$1K	Buy	+9	New	+$894	﹤0.01%	784
2022 Q1	–	Sell	-83	Closed	-$9K	–	833
2021 Q4	$9K	Buy	+83	New	+$9.38K	﹤0.01%	514
2020 Q4	–	Sell	-31	Closed	-$5K	–	498
2020 Q3	$5K	Hold	31	–	–	﹤0.01%	462
2020 Q2	$4K	Hold	31	–	–	﹤0.01%	449
2020 Q1	$4K	Hold	31	–	–	﹤0.01%	399
2019 Q4	$4K	Hold	31	–	–	﹤0.01%	427
2019 Q3	$4K	Hold	31	–	–	﹤0.01%	438
2019 Q2	$4K	Hold	31	–	–	﹤0.01%	442
2019 Q1	$4K	Buy	+31	New	+$3.31K	﹤0.01%	425
2018 Q3	–	Sell	-154	Closed	-$16K	–	550
2018 Q2	$16K	Hold	154	–	–	﹤0.01%	389
2018 Q1	$15K	Buy	+154	New	+$15.1K	﹤0.01%	399

Other funds holding FIS

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lee Financial's FIS Position: Q4 2023 in Review

Lee Financial sold out of Fidelity National Information Services (FIS) in Q4 2023, closing a stake of 38 shares — an estimated $2.1K sold.

Lee Financial first reported a position in FIS in Q1 2018 and held it in 15 quarters. The position peaked at $16K in Q2 2018. 970 funds tracked by Wall St. Rank hold FIS as of Q4 2023.

Lee Financial reported no remaining Fidelity National Information Services position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 38 Fidelity National Information Services shares in Q4 2023, an estimated $2.1K.
Lee Financial first reported a position in Fidelity National Information Services in Q1 2018 and held it in 15 quarters.
Lee Financial's Fidelity National Information Services position peaked at $16K in Q2 2018.
970 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.