Aspiriant LLC’s Fiserv Inc FISV Stock Holding History

Aspiriant LLC’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
2024 Q2	–	Sell	-1,492	Closed	-$238K	–	302
2024 Q1	$238K	Buy	+1,492	New	+$217K	0.01%	287

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC's FISV Position: Q2 2024 in Review

Aspiriant LLC sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 1,492 shares — an estimated $238K sold.

Aspiriant LLC first reported a position in FISV in Q1 2024 and held it in 1 quarter. The position peaked at $238K in Q1 2024. 1,664 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

Aspiriant LLC reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
Aspiriant LLC sold 1,492 Fiserv Inc shares in Q2 2024, an estimated $238K.
Aspiriant LLC first reported a position in Fiserv Inc in Q1 2024 and held it in 1 quarter.
Aspiriant LLC's Fiserv Inc position peaked at $238K in Q1 2024.
1,664 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Aspiriant LLC's 13F filing for Q2 2024, filed 15 Jul 2024.