DI
FISV

Disciplined Investments’s Fiserv Inc FISV Stock Holding History

Disciplined Investments’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 		– Sell
-29
Closed -$3.66K – 608
2023
Q2 		$3.66K Hold
29
– – ﹤0.01% 475
2023
Q1 		$3.28K Buy
29
+2
+7% +$220 ﹤0.01% 509
2022
Q4 		$2.73K Sell
27
-5
-16% -$498 ﹤0.01% 517
2022
Q3 		$3K Buy
32
+1
+3% +$102 ﹤0.01% 515
2022
Q2 		$3K Buy
31
+7
+29% +$679 ﹤0.01% 541
2022
Q1 		$2K Buy
+24
New +$2.43K ﹤0.01% 691

Other funds holding FISV

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

Disciplined Investments's FISV Position: Q3 2023 in Review

Disciplined Investments sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 29 shares — an estimated $3.66K sold.

Disciplined Investments first reported a position in FISV in Q1 2022 and held it in 6 quarters. The position peaked at $3.66K in Q2 2023. 1,489 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • Disciplined Investments reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 29 Fiserv Inc shares in Q3 2023, an estimated $3.66K.
  • Disciplined Investments first reported a position in Fiserv Inc in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Fiserv Inc position peaked at $3.66K in Q2 2023.
  • 1,489 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.