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

Triad 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
2024 Q1	$2.9M	Buy	39,134 +2,234	+6%	+$145K	3.52%	15
2023 Q4	$2.22M	Buy	36,900 +586	+2%	+$32.1K	2.91%	17
2023 Q3	$2.01M	Buy	36,314 +4,934	+16%	+$284K	2.93%	17
2023 Q2	$1.72M	Buy	31,380 +5,043	+19%	+$277K	2.39%	18
2023 Q1	$1.43M	Buy	26,337 +15,214	+137%	+$990K	2.08%	19
2022 Q4	$755K	Buy	+11,123	New	+$790K	1.18%	34

Other funds holding FIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Triad Investment Management's FIS Position: Q1 2024 in Review

Triad Investment Management increased its Fidelity National Information Services (FIS) stake by 6.1% in Q1 2024, buying an estimated $145K and bringing the position to 39,134 shares worth $2.9M. The position accounts for 3.52% of the portfolio, ranked #15.

Triad Investment Management first reported a position in FIS in Q4 2022 and has held it in 6 quarters since. 987 funds tracked by Wall St. Rank hold FIS as of Q1 2024.

Triad Investment Management held 39,134 shares of Fidelity National Information Services worth $2.9M as of Q1 2024.
Triad Investment Management bought 2,234 Fidelity National Information Services shares in Q1 2024, an estimated $145K.
Fidelity National Information Services made up 3.52% of Triad Investment Management's portfolio in Q1 2024, its #15 holding.
Triad Investment Management first reported a position in Fidelity National Information Services in Q4 2022 and has held it in 6 quarters since.
987 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2024.

Based on Triad Investment Management's 13F filing for Q1 2024, filed 12 Apr 2024.