Burleson & Co’s Fiserv Inc FISV Stock Holding History

Burleson & Co’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 Q4	–	Sell	-68	Closed	-$7K	–	375
2021 Q3	$7K	Hold	68	–	–	﹤0.01%	271
2021 Q2	$7K	Hold	68	–	–	﹤0.01%	282
2021 Q1	$8K	Buy	+68	New	+$7.8K	﹤0.01%	265

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Burleson & Co's FISV Position: Q4 2021 in Review

Burleson & Co sold out of Fiserv Inc (FISV) in Q4 2021, closing a stake of 68 shares — an estimated $7K sold.

Burleson & Co first reported a position in FISV in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q1 2021. 1,359 funds tracked by Wall St. Rank hold FISV as of Q4 2021.

Burleson & Co reported no remaining Fiserv Inc position as of Q4 2021 after selling out during the quarter.
Burleson & Co sold 68 Fiserv Inc shares in Q4 2021, an estimated $7K.
Burleson & Co first reported a position in Fiserv Inc in Q1 2021 and held it in 3 quarters.
Burleson & Co's Fiserv Inc position peaked at $8K in Q1 2021.
1,359 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2021.

Based on Burleson & Co's 13F filing for Q4 2021, filed 25 Jan 2022.