Univest Financial’s Fidelity National Information Services FIS Stock Holding History

Univest 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
2022 Q2	–	Sell	-2,115	Closed	-$212K	–	106
2022 Q1	$212K	Sell	2,115 -178	-8%	-$18.6K	0.06%	110
2021 Q4	$251K	Sell	2,293 -69	-3%	-$7.8K	0.06%	99
2021 Q3	$287K	Buy	2,362 +6	+0.3%	+$805	0.08%	90
2021 Q2	$334K	Sell	2,356 -181	-7%	-$26.9K	0.09%	88
2021 Q1	$357K	Buy	2,537 +181	+8%	+$24.7K	0.1%	84
2020 Q4	$333K	Sell	2,356 -15	-0.6%	-$2.14K	0.1%	85
2020 Q3	$349K	Hold	2,371	–	–	0.11%	77
2020 Q2	$318K	Sell	2,371 -377	-14%	-$49.5K	0.1%	82
2020 Q1	$334K	Buy	+2,748	New	+$382K	0.13%	83
2019 Q4	–	Sell	-2,282	Closed	-$303K	–	110
2019 Q3	$303K	Hold	2,282	–	–	0.1%	94
2019 Q2	$280K	Hold	2,282	–	–	0.09%	101
2019 Q1	$258K	Buy	2,282 +187	+9%	+$19.9K	0.08%	105
2018 Q4	$215K	Hold	2,095	–	–	0.08%	109
2018 Q3	$229K	Hold	2,095	–	–	0.07%	100
2018 Q2	$222K	Hold	2,095	–	–	0.09%	96
2018 Q1	$202K	Buy	+2,095	New	+$205K	0.09%	93

Other funds holding FIS

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Univest Financial's FIS Position: Q2 2022 in Review

Univest Financial sold out of Fidelity National Information Services (FIS) in Q2 2022, closing a stake of 2,115 shares — an estimated $212K sold.

Univest Financial first reported a position in FIS in Q1 2018 and held it in 16 quarters. The position peaked at $357K in Q1 2021. 1,084 funds tracked by Wall St. Rank hold FIS as of Q2 2022.

Univest Financial reported no remaining Fidelity National Information Services position as of Q2 2022 after selling out during the quarter.
Univest Financial sold 2,115 Fidelity National Information Services shares in Q2 2022, an estimated $212K.
Univest Financial first reported a position in Fidelity National Information Services in Q1 2018 and held it in 16 quarters.
Univest Financial's Fidelity National Information Services position peaked at $357K in Q1 2021.
1,084 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2022.

Based on Univest Financial's 13F filing for Q2 2022, filed 5 Aug 2022.