CFC
FISV

Coyle Financial Counsel’s Fiserv Inc FISV Stock Holding History

Coyle Financial Counsel’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 		– Sell
-18,431
Closed -$1.97M – 64
2021
Q2 		$1.97M Sell
18,431
-122
-0.7% -$14.2K 1.18% 22
2021
Q1 		$2.21M Sell
18,553
-182
-1% -$20.9K 1.53% 19
2020
Q4 		$2.13M Sell
18,735
-142
-0.8% -$15.3K 1.56% 19
2020
Q3 		$1.95M Sell
18,877
-341
-2% -$34K 1.63% 17
2020
Q2 		$1.88M Buy
19,218
+5,307
+38% +$534K 1.73% 15
2020
Q1 		$1.32M Sell
13,911
-4,307
-24% -$478K 1.65% 16
2019
Q4 		$2.11M Sell
18,218
-96
-0.5% -$10.6K 1.96% 17
2019
Q3 		$1.9M Buy
+18,314
New +$1.87M 1.93% 15
2018
Q3 		– Sell
-106
Closed -$8K – 131
2018
Q2 		$8K Buy
+106
New +$7.7K 0.01% 128

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coyle Financial Counsel's FISV Position: Q3 2021 in Review

Coyle Financial Counsel sold out of Fiserv Inc (FISV) in Q3 2021, closing a stake of 18,431 shares — an estimated $1.97M sold.

Coyle Financial Counsel first reported a position in FISV in Q2 2018 and held it in 9 quarters. The position peaked at $2.21M in Q1 2021. 1,324 funds tracked by Wall St. Rank hold FISV as of Q3 2021.

  • Coyle Financial Counsel reported no remaining Fiserv Inc position as of Q3 2021 after selling out during the quarter.
  • Coyle Financial Counsel sold 18,431 Fiserv Inc shares in Q3 2021, an estimated $1.97M.
  • Coyle Financial Counsel first reported a position in Fiserv Inc in Q2 2018 and held it in 9 quarters.
  • Coyle Financial Counsel's Fiserv Inc position peaked at $2.21M in Q1 2021.
  • 1,324 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2021.

Based on Coyle Financial Counsel's 13F filing for Q3 2021, filed 19 Nov 2021.