Bedel Financial Consulting’s Fiserv Inc FISV Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-106	Closed	-$11K	–	419
2022 Q1	$11K	Hold	106	–	–	﹤0.01%	646
2021 Q4	$11K	Hold	106	–	–	﹤0.01%	671
2021 Q3	$12K	Hold	106	–	–	﹤0.01%	633
2021 Q2	$11K	Hold	106	–	–	﹤0.01%	650
2021 Q1	$13K	Hold	106	–	–	0.01%	589
2020 Q4	$12K	Hold	106	–	–	0.01%	525
2020 Q3	$11K	Hold	106	–	–	0.01%	498
2020 Q2	$10K	Sell	106 -9	-8%	-$906	0.01%	487
2020 Q1	$11K	Buy	115 +9	+8%	+$1K	0.01%	456
2019 Q4	$12K	Hold	106	–	–	0.01%	471
2019 Q3	$11K	Hold	106	–	–	0.01%	468
2019 Q2	$10K	Hold	106	–	–	0.01%	491
2019 Q1	$9K	Hold	106	–	–	0.01%	501
2018 Q4	$8K	Hold	106	–	–	0.01%	489
2018 Q3	$8K	Hold	106	–	–	0.01%	505
2018 Q2	$8K	Sell	106 -30	-22%	-$2.18K	0.01%	500
2018 Q1	$10K	Buy	+136	New	+$9.56K	0.01%	472

Other funds holding FISV

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bedel Financial Consulting's FISV Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Fiserv Inc (FISV) in Q2 2022, closing a stake of 106 shares — an estimated $11K sold.

Bedel Financial Consulting first reported a position in FISV in Q1 2018 and held it in 17 quarters. The position peaked at $13K in Q1 2021. 1,328 funds tracked by Wall St. Rank hold FISV as of Q2 2022.

Bedel Financial Consulting reported no remaining Fiserv Inc position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 106 Fiserv Inc shares in Q2 2022, an estimated $11K.
Bedel Financial Consulting first reported a position in Fiserv Inc in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Fiserv Inc position peaked at $13K in Q1 2021.
1,328 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.