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Summit X LLC’s Fidelity National Information Services FIS Stock Holding History

Summit X LLC’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
2024
Q3 		– Sell
-3,150
Closed -$239K – 221
2024
Q2 		$239K Buy
+3,150
New +$233K 0.05% 209
2023
Q3 		– Sell
-12,092
Closed -$661K – 221
2023
Q2 		$661K Buy
12,092
+311
+3% +$17.1K 0.16% 130
2023
Q1 		$642K Buy
11,781
+5,679
+93% +$370K 0.17% 123
2022
Q4 		$559K Sell
6,102
-727
-11% -$51.6K 0.16% 139
2022
Q3 		$521K Buy
6,829
+727
+12% +$67.7K 0.15% 149
2022
Q2 		$559K Sell
6,102
-91
-1% -$9.04K 0.16% 139
2022
Q1 		$620K Buy
6,193
+168
+3% +$17.6K 0.15% 134
2021
Q4 		$657K Buy
6,025
+4,332
+256% +$490K 0.15% 141
2021
Q3 		$210K Buy
1,693
+21
+1% +$2.82K 0.05% 242
2021
Q2 		$237K Buy
1,672
+13
+0.8% +$1.93K 0.06% 236
2021
Q1 		$232K Buy
1,659
+21
+1% +$2.87K 0.06% 234
2020
Q4 		$235K Buy
+1,638
New +$234K 0.07% 224

Other funds holding FIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit X LLC's FIS Position: Q3 2024 in Review

Summit X LLC sold out of Fidelity National Information Services (FIS) in Q3 2024, closing a stake of 3,150 shares — an estimated $239K sold.

Summit X LLC first reported a position in FIS in Q4 2020 and held it in 12 quarters. The position peaked at $661K in Q2 2023. 1,050 funds tracked by Wall St. Rank hold FIS as of Q3 2024.

  • Summit X LLC reported no remaining Fidelity National Information Services position as of Q3 2024 after selling out during the quarter.
  • Summit X LLC sold 3,150 Fidelity National Information Services shares in Q3 2024, an estimated $239K.
  • Summit X LLC first reported a position in Fidelity National Information Services in Q4 2020 and held it in 12 quarters.
  • Summit X LLC's Fidelity National Information Services position peaked at $661K in Q2 2023.
  • 1,050 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2024.

Based on Summit X LLC's 13F filing for Q3 2024, filed 7 Nov 2024.