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Disclosery

Barrett Asset Management, LLC: FIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barrett Asset Management, LLC on FIS, newest first. How the timeline and the estimate are built.

Barrett Asset Management, LLC held 299,138 FIS shares at 2022-03-31 per its 13F-HR filed 2022-05-16.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 299,138 shares
    Change vs previous 13F +1,490 shares

    1.26% of the 13F portfolio, value $30,039,000.

    13F-HR 0001526411-22-000004 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-12-31
    13F 297,648 shares
    Change vs previous 13F +27,899 shares

    1.23% of the 13F portfolio, value $32,488,000.

    13F-HR 0001526411-22-000003 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-09-30
    13F 269,749 shares
    Change vs previous 13F +196 shares

    1.51% of the 13F portfolio, value $32,823,000.

    13F-HR 0001526411-21-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-06-30
    13F 269,553 shares
    Change vs previous 13F +236 shares

    1.76% of the 13F portfolio, value $38,188,000.

    13F-HR 0001526411-21-000007 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-03-31
    13F 269,317 shares
    Change vs previous 13F +666 shares

    1.88% of the 13F portfolio, value $37,869,000.

    13F-HR 0001526411-21-000005 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-12-31
    13F/A 268,651 shares
    Change vs previous 13F -2,285 shares

    1.99% of the 13F portfolio, value $38,003,000.

    13F-HR/A 0001526411-21-000003 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-09-30
    13F 270,936 shares
    Change vs previous 13F +3,236 shares

    2.35% of the 13F portfolio, value $39,884,000.

    13F-HR 0001526411-20-000011 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-06-30
    13F 267,700 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $35,896,000.

    13F-HR 0001526411-20-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).