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Perpetual Investment Management’s Fidelity National Information Services FIS Stock Holding History

Perpetual Investment 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
2022
Q4 		$18.5M Buy
271,930
+99,117
+57% +$7.04M 2.2% 8
2022
Q3 		$13.1M Buy
172,813
+46,500
+37% +$4.33M 1.91% 16
2022
Q2 		$11.6M Buy
+126,313
New +$12.5M 1.69% 18

Other funds holding FIS

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perpetual Investment Management's FIS Position: Q4 2022 in Review

Perpetual Investment Management increased its Fidelity National Information Services (FIS) stake by 57% in Q4 2022, buying an estimated $7.04M and bringing the position to 271,930 shares worth $18.5M. The position accounts for 2.2% of the portfolio, ranked #8.

Perpetual Investment Management first reported a position in FIS in Q2 2022 and has held it in 3 quarters since. 1,020 funds tracked by Wall St. Rank hold FIS as of Q4 2022.

  • Perpetual Investment Management held 271,930 shares of Fidelity National Information Services worth $18.5M as of Q4 2022.
  • Perpetual Investment Management bought 99,117 Fidelity National Information Services shares in Q4 2022, an estimated $7.04M.
  • Fidelity National Information Services made up 2.2% of Perpetual Investment Management's portfolio in Q4 2022, its #8 holding.
  • Perpetual Investment Management first reported a position in Fidelity National Information Services in Q2 2022 and has held it in 3 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.