MSCM
FNF icon

McElhenny Sheffield Capital Management’s Fidelity National Financial FNF Stock Holding History

McElhenny Sheffield Capital Management’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
Q1 		– Sell
-23
Closed -$865 – 272
2022
Q4 		$865 Buy
+23
New +$863 ﹤0.01% 585

Other funds holding FNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $10.1B AUM 10.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

McElhenny Sheffield Capital Management's FNF Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Fidelity National Financial (FNF) in Q1 2023, closing a stake of 23 shares — an estimated $865 sold.

McElhenny Sheffield Capital Management first reported a position in FNF in Q4 2022 and held it in 1 quarter. The position peaked at $865 in Q4 2022. 584 funds tracked by Wall St. Rank hold FNF as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Fidelity National Financial position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 23 Fidelity National Financial shares in Q1 2023, an estimated $865.
  • McElhenny Sheffield Capital Management first reported a position in Fidelity National Financial in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Fidelity National Financial position peaked at $865 in Q4 2022.
  • 584 funds tracked by Wall St. Rank held Fidelity National Financial as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.