EI
FISV

Elkhorn Investments’s Fiserv Inc FISV Stock Holding History

Elkhorn 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
2017
Q4 		$2.21M Buy
33,900
+11,110
+49% +$717K 1.16% 12
2017
Q3 		$1.47M Buy
22,790
+1,304
+6% +$81K 1.09% 20
2017
Q2 		$1.32M Sell
21,486
-246
-1% -$14.9K 1.03% 35
2017
Q1 		$1.25M Buy
+21,732
New +$1.22M 1.03% 29

Other funds holding FISV

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Elkhorn Investments's FISV Position: Q4 2017 in Review

Elkhorn Investments increased its Fiserv Inc (FISV) stake by 49% in Q4 2017, buying an estimated $717K and bringing the position to 33,900 shares worth $2.21M. The position accounts for 1.16% of the portfolio, ranked #12.

Elkhorn Investments first reported a position in FISV in Q1 2017 and has held it in 4 quarters since. 840 funds tracked by Wall St. Rank hold FISV as of Q4 2017.

  • Elkhorn Investments held 33,900 shares of Fiserv Inc worth $2.21M as of Q4 2017.
  • Elkhorn Investments bought 11,110 Fiserv Inc shares in Q4 2017, an estimated $717K.
  • Fiserv Inc made up 1.16% of Elkhorn Investments's portfolio in Q4 2017, its #12 holding.
  • Elkhorn Investments first reported a position in Fiserv Inc in Q1 2017 and has held it in 4 quarters since.
  • 840 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.