AG
FISV

Aperio Group’s Fiserv Inc FISV Stock Holding History

Aperio Group’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
2020
Q4 		$42.5M Buy
372,922
+18,045
+5% +$1.94M 0.13% 159
2020
Q3 		$36.6M Sell
354,877
-9,440
-3% -$940K 0.12% 167
2020
Q2 		$35.6M Sell
364,317
-29,748
-8% -$3M 0.13% 159
2020
Q1 		$37.4M Buy
394,065
+34,398
+10% +$3.82M 0.17% 120
2019
Q4 		$41.6M Buy
359,667
+34,561
+11% +$3.82M 0.15% 154
2019
Q3 		$33.7M Buy
325,106
+44,842
+16% +$4.58M 0.13% 175
2019
Q2 		$25.5M Sell
280,264
-6,139
-2% -$538K 0.1% 220
2019
Q1 		$25.3M Buy
286,403
+15,061
+6% +$1.24M 0.11% 211
2018
Q4 		$19.9M Sell
271,342
-8,767
-3% -$678K 0.1% 232
2018
Q3 		$23.1M Buy
280,109
+4,078
+1% +$320K 0.1% 224
2018
Q2 		$20.5M Buy
276,031
+11,801
+4% +$857K 0.1% 240
2018
Q1 		$18.8M Buy
264,230
+2,828
+1% +$199K 0.09% 252
2017
Q4 		$17.1M Buy
261,402
+9,468
+4% +$611K 0.09% 274
2017
Q3 		$16.2M Buy
251,934
+5,098
+2% +$317K 0.09% 267
2017
Q2 		$15.1M Buy
246,836
+14,840
+6% +$898K 0.09% 259
2017
Q1 		$13.4M Buy
231,996
+628
+0.3% +$35.3K 0.09% 258
2016
Q4 		$12.3M Sell
231,368
-36,236
-14% -$1.86M 0.09% 247
2016
Q3 		$13.3M Buy
267,604
+2,376
+0.9% +$125K 0.1% 253
2016
Q2 		$14.4M Buy
265,228
+21,046
+9% +$1.08M 0.11% 209
2016
Q1 		$12.5M Buy
244,182
+3,288
+1% +$156K 0.11% 216
2015
Q4 		$11M Buy
240,894
+15,400
+7% +$723K 0.1% 231
2015
Q3 		$9.77M Buy
225,494
+14,914
+7% +$645K 0.1% 243
2015
Q2 		$8.72M Buy
210,580
+9,504
+5% +$382K 0.09% 276
2015
Q1 		$7.98M Buy
201,076
+8,072
+4% +$308K 0.09% 280
2014
Q4 		$6.85M Sell
193,004
-332
-0.2% -$11.4K 0.08% 294
2014
Q3 		$6.25M Buy
193,336
+8,342
+5% +$264K 0.08% 297
2014
Q2 		$5.58M Buy
184,994
+8,496
+5% +$252K 0.08% 305
2014
Q1 		$5M Buy
+176,498
New +$5.05M 0.07% 372
2013
Q4 		– Sell
-157,436
Closed -$4.25M – 322
2013
Q3 		$3.98M Buy
157,436
+22,044
+16% +$533K 0.08% 333
2013
Q2 		$2.96M Buy
+135,392
New +$2.97M 0.07% 366

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Aperio Group's FISV Position: Q4 2020 in Review

Aperio Group increased its Fiserv Inc (FISV) stake by 5.1% in Q4 2020, buying an estimated $1.94M and bringing the position to 372,922 shares worth $42.5M. The position accounts for 0.13% of the portfolio, ranked #159.

Aperio Group first reported a position in FISV in Q2 2013 and has held it in 30 quarters since. 1,297 funds tracked by Wall St. Rank hold FISV as of Q4 2020.

  • Aperio Group held 372,922 shares of Fiserv Inc worth $42.5M as of Q4 2020.
  • Aperio Group bought 18,045 Fiserv Inc shares in Q4 2020, an estimated $1.94M.
  • Fiserv Inc made up 0.13% of Aperio Group's portfolio in Q4 2020, its #159 holding.
  • Aperio Group first reported a position in Fiserv Inc in Q2 2013 and has held it in 30 quarters since.
  • 1,297 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.