Derby & Company’s Fiserv Inc FISV Stock Holding History

Derby & Company’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 Q2	–	Sell	-1,800	Closed	-$214K	–	79
2021 Q1	$214K	Hold	1,800	–	–	0.05%	75
2020 Q4	$205K	Buy	+1,800	New	+$194K	0.05%	71
2020 Q1	–	Sell	-1,800	Closed	-$208K	–	48
2019 Q4	$208K	Buy	+1,800	New	+$199K	0.08%	58

Other funds holding FISV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Derby & Company's FISV Position: Q2 2021 in Review

Derby & Company sold out of Fiserv Inc (FISV) in Q2 2021, closing a stake of 1,800 shares — an estimated $214K sold.

Derby & Company first reported a position in FISV in Q4 2019 and held it in 3 quarters. The position peaked at $214K in Q1 2021. 1,340 funds tracked by Wall St. Rank hold FISV as of Q2 2021.

Derby & Company reported no remaining Fiserv Inc position as of Q2 2021 after selling out during the quarter.
Derby & Company sold 1,800 Fiserv Inc shares in Q2 2021, an estimated $214K.
Derby & Company first reported a position in Fiserv Inc in Q4 2019 and held it in 3 quarters.
Derby & Company's Fiserv Inc position peaked at $214K in Q1 2021.
1,340 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2021.

Based on Derby & Company's 13F filing for Q2 2021, filed 18 Aug 2021.