CCP
FISV

Carmel Capital Partners’s Fiserv Inc FISV Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-50
Closed -$5.65K – 331
2023
Q3 		$5.65K Hold
50
– – ﹤0.01% 536
2023
Q2 		$6.31K Hold
50
– – ﹤0.01% 309
2023
Q1 		$5.65K Buy
+50
New +$5.5K ﹤0.01% 359

Other funds holding FISV

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carmel Capital Partners's FISV Position: Q4 2023 in Review

Carmel Capital Partners sold out of Fiserv Inc (FISV) in Q4 2023, closing a stake of 50 shares — an estimated $5.65K sold.

Carmel Capital Partners first reported a position in FISV in Q1 2023 and held it in 3 quarters. The position peaked at $6.31K in Q2 2023. 1,589 funds tracked by Wall St. Rank hold FISV as of Q4 2023.

  • Carmel Capital Partners reported no remaining Fiserv Inc position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 50 Fiserv Inc shares in Q4 2023, an estimated $5.65K.
  • Carmel Capital Partners first reported a position in Fiserv Inc in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Fiserv Inc position peaked at $6.31K in Q2 2023.
  • 1,589 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.