Cumberland Partners’s Fiserv Inc FISV Stock Holding History

Cumberland 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
2024 Q2	–	Sell	-5,200	Closed	-$831K	–	186
2024 Q1	$831K	Buy	+5,200	New	+$757K	0.06%	141
2023 Q1	–	Sell	-11,750	Closed	-$1.19M	–	172
2022 Q4	$1.19M	Buy	11,750 +2,250	+24%	+$224K	0.13%	98
2022 Q3	$889K	Buy	+9,500	New	+$968K	0.09%	110
2021 Q4	–	Sell	-18,500	Closed	-$2.01M	–	181
2021 Q3	$2.01M	Buy	18,500 +1,000	+6%	+$112K	0.16%	98
2021 Q2	$1.87M	Buy	17,500 +2,000	+13%	+$233K	0.15%	99
2021 Q1	$1.84M	Buy	15,500 +1,500	+11%	+$172K	0.15%	96
2020 Q4	$1.59M	Buy	14,000 +2,000	+17%	+$216K	0.14%	96
2020 Q3	$1.24M	Buy	12,000 +2,500	+26%	+$249K	0.13%	89
2020 Q2	$927K	Buy	9,500 +5,000	+111%	+$503K	0.1%	113
2020 Q1	$427K	Buy	+4,500	New	+$500K	0.05%	132

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cumberland Partners's FISV Position: Q2 2024 in Review

Cumberland Partners sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 5,200 shares — an estimated $831K sold.

Cumberland Partners first reported a position in FISV in Q1 2020 and held it in 10 quarters. The position peaked at $2.01M in Q3 2021. 1,664 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

Cumberland Partners reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
Cumberland Partners sold 5,200 Fiserv Inc shares in Q2 2024, an estimated $831K.
Cumberland Partners first reported a position in Fiserv Inc in Q1 2020 and held it in 10 quarters.
Cumberland Partners's Fiserv Inc position peaked at $2.01M in Q3 2021.
1,664 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Cumberland Partners's 13F filing for Q2 2024, filed 13 Aug 2024.