Berman Capital Advisors’s Fiserv Inc FISV Stock Holding History

Berman Capital Advisors’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
2021 Q3	$332K	Buy	3,070 +855	+39%	+$95.5K	0.05%	180
2021 Q2	$236K	Buy	2,215 +607	+38%	+$70.6K	0.04%	205
2021 Q1	$191K	Buy	1,608 +291	+22%	+$33.4K	0.04%	197
2020 Q4	$149K	Buy	1,317 +315	+31%	+$33.9K	0.04%	201
2020 Q3	$103K	Sell	1,002 -6	-0.6%	-$598	0.03%	224
2020 Q2	$97K	Buy	1,008 +53	+6%	+$5.34K	0.03%	228
2020 Q1	$90K	Buy	955 +130	+16%	+$14.4K	0.03%	211
2019 Q4	$95K	Hold	825	–	–	0.03%	226
2019 Q3	$85K	Buy	825 +193	+31%	+$19.7K	0.03%	228
2019 Q2	$57K	Buy	632 +195	+45%	+$17.1K	0.02%	283
2019 Q1	$38K	Buy	437 +96	+28%	+$7.92K	0.01%	316
2018 Q4	$24K	Buy	+341	New	+$26.4K	0.01%	351

Other funds holding FISV

KKRC

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

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 $5.72T AUM 30.48% 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

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

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

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

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

Berman Capital Advisors's FISV Position: Q3 2021 in Review

Berman Capital Advisors increased its Fiserv Inc (FISV) stake by 39% in Q3 2021, buying an estimated $95.5K and bringing the position to 3,070 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #180.

Berman Capital Advisors first reported a position in FISV in Q4 2018 and has held it in 12 quarters since. 1,324 funds tracked by Wall St. Rank hold FISV as of Q3 2021.

Berman Capital Advisors held 3,070 shares of Fiserv Inc worth $332K as of Q3 2021.
Berman Capital Advisors bought 855 Fiserv Inc shares in Q3 2021, an estimated $95.5K.
Fiserv Inc made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #180 holding.
Berman Capital Advisors first reported a position in Fiserv Inc in Q4 2018 and has held it in 12 quarters since.
1,324 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.