LM Advisors’s Fidelity National Financial FNF Stock Holding History

LM Advisors’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
2024 Q1	–	Sell	-27	Closed	-$1.38K	–	393
2023 Q4	$1.38K	Buy	+27	New	+$1.18K	﹤0.01%	681

Other funds holding FNF

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LM Advisors's FNF Position: Q1 2024 in Review

LM Advisors sold out of Fidelity National Financial (FNF) in Q1 2024, closing a stake of 27 shares — an estimated $1.38K sold.

LM Advisors first reported a position in FNF in Q4 2023 and held it in 1 quarter. The position peaked at $1.38K in Q4 2023. 668 funds tracked by Wall St. Rank hold FNF as of Q1 2024.

LM Advisors reported no remaining Fidelity National Financial position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 27 Fidelity National Financial shares in Q1 2024, an estimated $1.38K.
LM Advisors first reported a position in Fidelity National Financial in Q4 2023 and held it in 1 quarter.
LM Advisors's Fidelity National Financial position peaked at $1.38K in Q4 2023.
668 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.