ARI
FISV

Applied Research Investments’s Fiserv Inc FISV Stock Holding History

Applied Research Investments’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 		– Sell
-27,931
Closed -$2.88M – 47
2020
Q3 		$2.88M Buy
27,931
+2,793
+11% +$278K 1.62% 21
2020
Q2 		$2.45M Buy
+25,138
New +$2.53M 2.15% 19

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

Applied Research Investments's FISV Position: Q4 2020 in Review

Applied Research Investments sold out of Fiserv Inc (FISV) in Q4 2020, closing a stake of 27,931 shares — an estimated $2.88M sold.

Applied Research Investments first reported a position in FISV in Q2 2020 and held it in 2 quarters. The position peaked at $2.88M in Q3 2020. 1,296 funds tracked by Wall St. Rank hold FISV as of Q4 2020.

  • Applied Research Investments reported no remaining Fiserv Inc position as of Q4 2020 after selling out during the quarter.
  • Applied Research Investments sold 27,931 Fiserv Inc shares in Q4 2020, an estimated $2.88M.
  • Applied Research Investments first reported a position in Fiserv Inc in Q2 2020 and held it in 2 quarters.
  • Applied Research Investments's Fiserv Inc position peaked at $2.88M in Q3 2020.
  • 1,296 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2020.

Based on Applied Research Investments's 13F filing for Q4 2020, filed 26 Jan 2021.