Ulland Investment Advisors’s Fidelity National Information Services FIS Stock Holding History

Ulland Investment Advisors’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	-1,850	Closed	-$139K	–	208
2024 Q2	$139K	Sell	1,850 -20	-1%	-$1.48K	0.1%	72
2024 Q1	$139K	Hold	1,870	–	–	0.11%	72
2023 Q4	$112K	Buy	1,870 +100	+6%	+$5.49K	0.11%	75
2023 Q3	$98K	Sell	1,770 -108	-6%	-$6.22K	0.11%	75
2023 Q2	$103K	Buy	1,878 +970	+107%	+$53.4K	0.11%	76
2023 Q1	$49K	Sell	908 -9,269	-91%	-$603K	0.06%	93
2022 Q4	$691K	Sell	10,177 -7,405	-42%	-$526K	0.83%	31
2022 Q3	$1.33M	Sell	17,582 -2,904	-14%	-$270K	1.45%	25
2022 Q2	$1.88M	Sell	20,486 -353	-2%	-$35.1K	1.92%	17
2022 Q1	$2.09M	Sell	20,839 -286	-1%	-$29.9K	1.57%	22
2021 Q4	$2.31M	Buy	+21,125	New	+$2.39M	1.47%	21

Other funds holding FIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ulland Investment Advisors's FIS Position: Q3 2024 in Review

Ulland Investment Advisors sold out of Fidelity National Information Services (FIS) in Q3 2024, closing a stake of 1,850 shares — an estimated $139K sold.

Ulland Investment Advisors first reported a position in FIS in Q4 2021 and held it in 11 quarters. The position peaked at $2.31M in Q4 2021. 1,052 funds tracked by Wall St. Rank hold FIS as of Q3 2024.

Ulland Investment Advisors reported no remaining Fidelity National Information Services position as of Q3 2024 after selling out during the quarter.
Ulland Investment Advisors sold 1,850 Fidelity National Information Services shares in Q3 2024, an estimated $139K.
Ulland Investment Advisors first reported a position in Fidelity National Information Services in Q4 2021 and held it in 11 quarters.
Ulland Investment Advisors's Fidelity National Information Services position peaked at $2.31M in Q4 2021.
1,052 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2024.

Based on Ulland Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.