AFM
FISV

Andesa Financial Management’s Fiserv Inc FISV Stock Holding History

Andesa Financial Management’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
Q1 		$485K Buy
6,123
+3,040
+99% +$334K 0.25% 73
2022
Q4 		$312K Buy
+3,083
New +$307K 0.17% 114

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Andesa Financial Management's FISV Position: Q1 2023 in Review

Andesa Financial Management increased its Fiserv Inc (FISV) stake by 99% in Q1 2023, buying an estimated $334K and bringing the position to 6,123 shares worth $485K. The position accounts for 0.25% of the portfolio, ranked #73.

Andesa Financial Management first reported a position in FISV in Q4 2022 and has held it in 2 quarters since. 1,435 funds tracked by Wall St. Rank hold FISV as of Q1 2023.

  • Andesa Financial Management held 6,123 shares of Fiserv Inc worth $485K as of Q1 2023.
  • Andesa Financial Management bought 3,040 Fiserv Inc shares in Q1 2023, an estimated $334K.
  • Fiserv Inc made up 0.25% of Andesa Financial Management's portfolio in Q1 2023, its #73 holding.
  • Andesa Financial Management first reported a position in Fiserv Inc in Q4 2022 and has held it in 2 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.