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Winton Group’s Financial Institutions FISI Stock Holding History

Winton Group’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13,723
Closed -$421K – 1137
2021
Q3 		$421K Buy
13,723
+36
+0.3% +$1.09K 0.02% 944
2021
Q2 		$411K Buy
13,687
+820
+6% +$25.6K 0.02% 1028
2021
Q1 		$390K Sell
12,867
-1,234
-9% -$33.3K 0.02% 1013
2020
Q4 		$317K Sell
14,101
-14,824
-51% -$287K 0.02% 1017
2020
Q3 		$445K Sell
28,925
-21,266
-42% -$349K 0.01% 1153
2020
Q2 		$934K Buy
50,191
+26,067
+108% +$455K 0.02% 990
2020
Q1 		$438K Buy
24,124
+4,060
+20% +$109K 0.01% 1068
2019
Q4 		$644K Sell
20,064
-20,812
-51% -$656K 0.01% 1171
2019
Q3 		$1.23M Buy
40,876
+29,542
+261% +$866K 0.01% 747
2019
Q2 		$330K Buy
+11,334
New +$316K 0.01% 853

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winton Group's FISI Position: Q4 2021 in Review

Winton Group sold out of Financial Institutions (FISI) in Q4 2021, closing a stake of 13,723 shares — an estimated $421K sold.

Winton Group first reported a position in FISI in Q2 2019 and held it in 10 quarters. The position peaked at $1.23M in Q3 2019. 127 funds tracked by Wall St. Rank hold FISI as of Q4 2021.

  • Winton Group reported no remaining Financial Institutions position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 13,723 Financial Institutions shares in Q4 2021, an estimated $421K.
  • Winton Group first reported a position in Financial Institutions in Q2 2019 and held it in 10 quarters.
  • Winton Group's Financial Institutions position peaked at $1.23M in Q3 2019.
  • 127 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.