SLF
FIS icon

Sun Life Financial’s Fidelity National Information Services FIS Stock Holding History

Sun Life Financial’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
2023
Q2 		– Sell
-7,126
Closed -$386K – 49
2023
Q1 		$386K Hold
7,126
– – 0.03% 56
2022
Q4 		$486K Buy
7,126
+459
+7% +$32.6K 0.04% 49
2022
Q3 		$504K Sell
6,667
-1,021
-13% -$95.1K 0.04% 48
2022
Q2 		$707K Sell
7,688
-585
-7% -$58.1K 0.05% 46
2022
Q1 		$829K Buy
8,273
+65
+0.8% +$6.8K 0.04% 54
2021
Q4 		$895K Buy
8,208
+1,009
+14% +$114K 0.03% 56
2021
Q3 		$875K Buy
7,199
+2,475
+52% +$332K 0.05% 46
2021
Q2 		$670K Sell
4,724
-508
-10% -$75.4K 0.03% 45
2021
Q1 		$735K Buy
5,232
+1,527
+41% +$209K 0.06% 49
2020
Q4 		$524K Sell
3,705
-108
-3% -$15.4K 0.07% 54
2020
Q3 		$561K Buy
3,813
+39
+1% +$5.64K 0.09% 77
2020
Q2 		$508K Buy
3,774
+3,402
+915% +$447K 0.1% 82
2020
Q1 		$45K Buy
372
+9
+2% +$1.25K 0.01% 137
2019
Q4 		$50K Sell
363
-141
-28% -$18.9K 0.01% 145
2019
Q3 		$67K Buy
504
+243
+93% +$32.3K 0.02% 269
2019
Q2 		$32K Sell
261
-289
-53% -$33.9K 0.01% 334
2019
Q1 		$62K Sell
550
-357
-39% -$38.1K 0.01% 327
2018
Q4 		$93K Buy
907
+2
+0.2% +$208 0.02% 299
2018
Q3 		$99K Buy
905
+7
+0.8% +$754 0.02% 334
2018
Q2 		$95K Buy
898
+752
+515% +$76.5K 0.01% 328
2018
Q1 		$1.51K Sell
146
-584
-80% -$57.3K 0.01% 250
2017
Q4 		$69K Sell
730
-1,711
-70% -$161K 0.01% 227
2017
Q3 		$228K Buy
2,441
+26
+1% +$2.36K 0.02% 213
2017
Q2 		$206K Buy
2,415
+2,401
+17,150% +$201K 0.02% 225
2017
Q1 		$178 Buy
14
+1
+8% +$80 ﹤0.01% 285
2016
Q4 		$175 Buy
+13
New +$991 ﹤0.01% 237

Other funds holding FIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sun Life Financial's FIS Position: Q2 2023 in Review

Sun Life Financial sold out of Fidelity National Information Services (FIS) in Q2 2023, closing a stake of 7,126 shares — an estimated $386K sold.

Sun Life Financial first reported a position in FIS in Q4 2016 and held it in 26 quarters. The position peaked at $895K in Q4 2021. 948 funds tracked by Wall St. Rank hold FIS as of Q2 2023.

  • Sun Life Financial reported no remaining Fidelity National Information Services position as of Q2 2023 after selling out during the quarter.
  • Sun Life Financial sold 7,126 Fidelity National Information Services shares in Q2 2023, an estimated $386K.
  • Sun Life Financial first reported a position in Fidelity National Information Services in Q4 2016 and held it in 26 quarters.
  • Sun Life Financial's Fidelity National Information Services position peaked at $895K in Q4 2021.
  • 948 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.