Lenox Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Lenox Wealth Management’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
2020 Q2	$932K	Buy	6,958 +543	+8%	+$71.3K	0.28%	72
2020 Q1	$780K	Buy	6,415 +368	+6%	+$51.1K	0.27%	58
2019 Q4	$841K	Buy	6,047 +5,857	+3,083%	+$785K	0.24%	72
2019 Q3	$25K	Buy	+190	New	+$25.2K	0.01%	328

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lenox Wealth Management's FIS Position: Q2 2020 in Review

Lenox Wealth Management increased its Fidelity National Information Services (FIS) stake by 8.5% in Q2 2020, buying an estimated $71.3K and bringing the position to 6,958 shares worth $932K. The position accounts for 0.28% of the portfolio, ranked #72.

Lenox Wealth Management first reported a position in FIS in Q3 2019 and has held it in 4 quarters since. 1,126 funds tracked by Wall St. Rank hold FIS as of Q2 2020.

Lenox Wealth Management held 6,958 shares of Fidelity National Information Services worth $932K as of Q2 2020.
Lenox Wealth Management bought 543 Fidelity National Information Services shares in Q2 2020, an estimated $71.3K.
Fidelity National Information Services made up 0.28% of Lenox Wealth Management's portfolio in Q2 2020, its #72 holding.
Lenox Wealth Management first reported a position in Fidelity National Information Services in Q3 2019 and has held it in 4 quarters since.
1,126 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.