Boston Financial Management’s Fiserv Inc FISV Stock Holding History

Boston Financial Management’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 Q4	$888K	Buy	4,324 +642	+17%	+$131K	0.03%	202
2024 Q3	$661K	Hold	3,682	–	–	0.02%	223
2024 Q2	$549K	Hold	3,682	–	–	0.02%	231
2024 Q1	$588K	Buy	3,682 +364	+11%	+$53K	0.02%	233
2023 Q4	$441K	Sell	3,318 -8	-0.2%	-$982	0.01%	254
2023 Q3	$376K	Buy	3,326 +308	+10%	+$37.9K	0.01%	251
2023 Q2	$381K	Sell	3,018 -458	-13%	-$53.9K	0.01%	254
2023 Q1	$393K	Sell	3,476 -66	-2%	-$7.26K	0.02%	248
2022 Q4	$358K	Buy	3,542 +143	+4%	+$14.2K	0.01%	255
2022 Q3	$318K	Sell	3,399 -200	-6%	-$20.4K	0.01%	254
2022 Q2	$320K	Hold	3,599	–	–	0.01%	241
2022 Q1	$365K	Sell	3,599 -168	-4%	-$17K	0.01%	235
2021 Q4	$391K	Hold	3,767	–	–	0.01%	209
2021 Q3	$409K	Hold	3,767	–	–	0.02%	202
2021 Q2	$403K	Sell	3,767 -443	-11%	-$51.5K	0.02%	197
2021 Q1	$501K	Sell	4,210 -1,200	-22%	-$138K	0.02%	168
2020 Q4	$616K	Sell	5,410 -369	-6%	-$39.8K	0.03%	151
2020 Q3	$596K	Sell	5,779 -265	-4%	-$26.4K	0.03%	153
2020 Q2	$590K	Hold	6,044	–	–	0.03%	151
2020 Q1	$574K	Hold	6,044	–	–	0.04%	152
2019 Q4	$699K	Sell	6,044 -240	-4%	-$26.5K	0.04%	148
2019 Q3	$651K	Hold	6,284	–	–	0.04%	158
2019 Q2	$573K	Hold	6,284	–	–	0.03%	169
2019 Q1	$555K	Buy	6,284 +862	+16%	+$71.1K	0.03%	177
2018 Q4	$398K	Sell	5,422 -2,200	-29%	-$170K	0.03%	203
2018 Q3	$628K	Buy	7,622 +1,202	+19%	+$94.3K	0.04%	193
2018 Q2	$476K	Hold	6,420	–	–	0.03%	188
2018 Q1	$458K	Sell	6,420 -760	-11%	-$53.4K	0.03%	192
2017 Q4	$471K	Hold	7,180	–	–	0.03%	197
2017 Q3	$463K	Hold	7,180	–	–	0.03%	199
2017 Q2	$439K	Sell	7,180 -400	-5%	-$24.2K	0.03%	208
2017 Q1	$437K	Sell	7,580 -200	-3%	-$11.2K	0.03%	211
2016 Q4	$413K	Hold	7,780	–	–	0.03%	216
2016 Q3	$387K	Sell	7,780 -1,000	-11%	-$52.4K	0.03%	211
2016 Q2	$477K	Sell	8,780 -30	-0.3%	-$1.54K	0.04%	195
2016 Q1	$452K	Sell	8,810 -400	-4%	-$19K	0.07%	142
2015 Q4	$421K	Hold	9,210	–	–	0.06%	149
2015 Q3	$399K	Buy	9,210 +760	+9%	+$32.9K	0.06%	167
2015 Q2	$350K	Sell	8,450 -600	-7%	-$24.1K	0.05%	181
2015 Q1	$359K	Hold	9,050	–	–	0.04%	174
2014 Q4	$321K	Hold	9,050	–	–	0.04%	180
2014 Q3	$292K	Hold	9,050	–	–	0.04%	183
2014 Q2	$273K	Buy	9,050 +1,600	+21%	+$47.4K	0.04%	188
2014 Q1	$211K	Sell	7,450 -4,690	-39%	-$134K	0.03%	193
2013 Q4	$358K	Hold	12,140	–	–	0.05%	173
2013 Q3	$307K	Sell	12,140 -1,200	-9%	-$29K	0.05%	179
2013 Q2	$292K	Buy	+13,340	New	+$293K	0.05%	181

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Boston Financial Management's FISV Position: Q4 2024 in Review

Boston Financial Management increased its Fiserv Inc (FISV) stake by 17% in Q4 2024, buying an estimated $131K and bringing the position to 4,324 shares worth $888K. The position accounts for 0.03% of the portfolio, ranked #202.

Boston Financial Management first reported a position in FISV in Q2 2013 and has held it in 47 quarters since. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

Boston Financial Management held 4,324 shares of Fiserv Inc worth $888K as of Q4 2024.
Boston Financial Management bought 642 Fiserv Inc shares in Q4 2024, an estimated $131K.
Fiserv Inc made up 0.03% of Boston Financial Management's portfolio in Q4 2024, its #202 holding.
Boston Financial Management first reported a position in Fiserv Inc in Q2 2013 and has held it in 47 quarters since.
1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.