Column Capital Advisors’s Fiserv Inc FISV Stock Holding History

Column 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
2023 Q3	$1.22M	Buy	10,757 +1	+0%	+$123	0.18%	56
2023 Q2	$1.36M	Sell	10,756 -44	-0.4%	-$5.18K	0.19%	49
2023 Q1	$1.22M	Sell	10,800 -192	-2%	-$21.1K	0.18%	52
2022 Q4	$1.11M	Hold	10,992	–	–	0.18%	50
2022 Q3	$1.03M	Hold	10,992	–	–	0.21%	46
2022 Q2	$978K	Hold	10,992	–	–	0.19%	49
2022 Q1	$1.11M	Sell	10,992 -14	-0.1%	-$1.42K	0.2%	47
2021 Q4	$1.14M	Buy	11,006 +42	+0.4%	+$4.34K	0.22%	49
2021 Q3	$1.19M	Buy	10,964 +100	+0.9%	+$11.2K	0.25%	49
2021 Q2	$1.16M	Buy	10,864 +200	+2%	+$23.3K	0.24%	48
2021 Q1	$1.27M	Buy	10,664 +686	+7%	+$78.7K	0.28%	42
2020 Q4	$1.14M	Buy	9,978 +9,515	+2,055%	+$1.03M	0.29%	41
2020 Q3	$48K	Sell	463 -12,019	-96%	-$1.2M	0.01%	256
2020 Q2	$1.22M	Sell	12,482 -55	-0.4%	-$5.54K	0.41%	27
2020 Q1	$1.19M	Buy	12,537 +12,009	+2,274%	+$1.33M	0.49%	24
2019 Q4	$61K	Buy	+528	New	+$58.3K	0.03%	211

Other funds holding FISV

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 New York $5.7T 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

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