SFI
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Susquehanna Fundamental Investments’s Comfort Systems FIX Stock Holding History

Susquehanna Fundamental Investments’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,018
Closed -$840K – 615
2025
Q3 		$840K Sell
1,018
-94,210
-99% -$63.8M 0.03% 364
2025
Q2 		$51.1M Sell
95,228
-1,300
-1% -$566K 1.37% 3
2025
Q1 		$31.1M Hold
96,528
– – 0.52% 37
2024
Q4 		$40.9M Buy
+96,528
New +$42.4M 0.69% 10
2024
Q2 		$29.7M Buy
+97,800
New +$31.1M 0.69% 27
2021
Q2 		– Sell
-31,782
Closed -$2.38M – 1689
2021
Q1 		$2.38M Hold
31,782
– – 0.04% 579
2020
Q4 		$1.67M Sell
31,782
-6,918
-18% -$359K 0.03% 677
2020
Q3 		$1.99M Hold
38,700
– – 0.06% 433
2020
Q2 		$1.58M Buy
+38,700
New +$1.37M 0.08% 339

Other funds holding FIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return