Simplicity Solutions’s Fidelity National Financial FNF Stock Holding History

Simplicity Solutions’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 Q4	$8.13M	Sell	159,302 -5,206	-3%	-$227K	0.22%	78
2023 Q3	$6.79M	Sell	164,508 -101	-0.1%	-$4.04K	0.22%	86
2023 Q2	$5.93M	Sell	164,609 -7,138	-4%	-$249K	0.16%	122
2023 Q1	$6M	Buy	171,747 +163,522	+1,988%	+$6.43M	0.16%	126
2022 Q4	$309K	Buy	+8,225	New	+$309K	0.04%	474
2022 Q3	–	Sell	-6,407	Closed	-$228K	–	663
2022 Q2	$228K	Buy	6,407 +558	+10%	+$21.8K	0.03%	534
2022 Q1	$275K	Buy	+5,849	New	+$280K	0.03%	484
2021 Q4	–	Sell	-7,339	Closed	-$320K	–	502
2021 Q3	$320K	Buy	+7,339	New	+$326K	0.05%	406

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Simplicity Solutions's FNF Position: Q4 2023 in Review

Simplicity Solutions reduced its Fidelity National Financial (FNF) stake by 3.2% in Q4 2023, selling an estimated $227K and leaving 159,302 shares worth $8.13M. The position accounts for 0.22% of the portfolio, ranked #78.

Simplicity Solutions first reported a position in FNF in Q3 2021 and has held it in 8 quarters since. 649 funds tracked by Wall St. Rank hold FNF as of Q4 2023.

Simplicity Solutions held 159,302 shares of Fidelity National Financial worth $8.13M as of Q4 2023.
Simplicity Solutions sold 5,206 Fidelity National Financial shares in Q4 2023, an estimated $227K.
Fidelity National Financial made up 0.22% of Simplicity Solutions's portfolio in Q4 2023, its #78 holding.
Simplicity Solutions first reported a position in Fidelity National Financial in Q3 2021 and has held it in 8 quarters since.
649 funds tracked by Wall St. Rank held Fidelity National Financial as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.