Ergoteles’s Fiserv Inc FISV Stock Holding History

Ergoteles’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	-18,356	Closed	-$2.32M	–	333
2023 Q2	$2.32M	Buy	+18,356	New	+$2.16M	0.11%	235
2022 Q2	–	Sell	-12,616	Closed	-$1.28M	–	1751
2022 Q1	$1.28M	Buy	+12,616	New	+$1.28M	0.05%	363
2021 Q3	–	Sell	-9,722	Closed	-$1.04M	–	1360
2021 Q2	$1.04M	Buy	+9,722	New	+$1.13M	0.02%	495
2021 Q1	–	Sell	-1,800	Closed	-$205K	–	880
2020 Q4	$205K	Buy	+1,800	New	+$194K	0.01%	605

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ergoteles's FISV Position: Q3 2023 in Review

Ergoteles sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 18,356 shares — an estimated $2.32M sold.

Ergoteles first reported a position in FISV in Q4 2020 and held it in 4 quarters. The position peaked at $2.32M in Q2 2023. 1,488 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

Ergoteles reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 18,356 Fiserv Inc shares in Q3 2023, an estimated $2.32M.
Ergoteles first reported a position in Fiserv Inc in Q4 2020 and held it in 4 quarters.
Ergoteles's Fiserv Inc position peaked at $2.32M in Q2 2023.
1,488 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

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