EFS
FISV

Econ Financial Services’s Fiserv Inc FISV Stock Holding History

Econ Financial Services’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
-5,325
Closed -$672K – 74
2023
Q2 		$672K Sell
5,325
-5,327
-50% -$627K 0.47% 66
2023
Q1 		$1.2M Buy
+10,652
New +$1.17M 0.91% 50

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 $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
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

Econ Financial Services's FISV Position: Q3 2023 in Review

Econ Financial Services sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 5,325 shares — an estimated $672K sold.

Econ Financial Services first reported a position in FISV in Q1 2023 and held it in 2 quarters. The position peaked at $1.2M in Q1 2023. 1,489 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • Econ Financial Services reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • Econ Financial Services sold 5,325 Fiserv Inc shares in Q3 2023, an estimated $672K.
  • Econ Financial Services first reported a position in Fiserv Inc in Q1 2023 and held it in 2 quarters.
  • Econ Financial Services's Fiserv Inc position peaked at $1.2M in Q1 2023.
  • 1,489 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.