AR
FISV

Advisory Research’s Fiserv Inc FISV Stock Holding History

Advisory Research’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,918
Closed -$330K – 379
2023
Q3 		$330K Hold
2,918
– – 0.05% 353
2023
Q2 		$368K Buy
+2,918
New +$344K 0.05% 348
2016
Q2 		– Sell
-10,738
Closed -$551K – 259
2016
Q1 		$551K Buy
+10,738
New +$509K 0.01% 212
2014
Q2 		– Sell
-2,380
Closed -$67K – 451
2014
Q1 		$67K Buy
+2,380
New +$68.1K ﹤0.01% 661

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's FISV Position: Q4 2023 in Review

Advisory Research sold out of Fiserv Inc (FISV) in Q4 2023, closing a stake of 2,918 shares — an estimated $330K sold.

Advisory Research first reported a position in FISV in Q1 2014 and held it in 4 quarters. The position peaked at $551K in Q1 2016. 1,587 funds tracked by Wall St. Rank hold FISV as of Q4 2023.

  • Advisory Research reported no remaining Fiserv Inc position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 2,918 Fiserv Inc shares in Q4 2023, an estimated $330K.
  • Advisory Research first reported a position in Fiserv Inc in Q1 2014 and held it in 4 quarters.
  • Advisory Research's Fiserv Inc position peaked at $551K in Q1 2016.
  • 1,587 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.