DMC
FISV

Drexel Morgan & Co’s Fiserv Inc FISV Stock Holding History

Drexel Morgan & Co’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
-2,296
Closed -$273K – 89
2021
Q1 		$273K Sell
2,296
-4
-0.2% -$459 0.07% 93
2020
Q4 		$262K Sell
2,300
-160
-7% -$17.2K 0.07% 91
2020
Q3 		$254K Buy
+2,460
New +$245K 0.09% 87

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
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

Drexel Morgan & Co's FISV Position: Q2 2021 in Review

Drexel Morgan & Co sold out of Fiserv Inc (FISV) in Q2 2021, closing a stake of 2,296 shares — an estimated $273K sold.

Drexel Morgan & Co first reported a position in FISV in Q3 2020 and held it in 3 quarters. The position peaked at $273K in Q1 2021. 1,340 funds tracked by Wall St. Rank hold FISV as of Q2 2021.

  • Drexel Morgan & Co reported no remaining Fiserv Inc position as of Q2 2021 after selling out during the quarter.
  • Drexel Morgan & Co sold 2,296 Fiserv Inc shares in Q2 2021, an estimated $273K.
  • Drexel Morgan & Co first reported a position in Fiserv Inc in Q3 2020 and held it in 3 quarters.
  • Drexel Morgan & Co's Fiserv Inc position peaked at $273K in Q1 2021.
  • 1,340 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2021.

Based on Drexel Morgan & Co's 13F filing for Q2 2021, filed 12 Aug 2021.