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Everence Capital Management’s Fiserv FI Stock Holding History

Everence Capital Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.55M Hold
2025
Q2
$3.4M Hold
2025
Q1
$4.36M Hold
2024
Q4
$4.06M Hold
2024
Q3
$3.55M Hold
2024
Q2
$3.02K Hold
2024
Q1
$3.16K Hold
2023
Q4
$2.62M Hold
2023
Q3
$2.23K Hold
2023
Q2
$2.21M Hold
2023
Q1
$2.23K Hold
2022
Q4
$2K Sell
2022
Q3
$2M Buy
2022
Q2
$1.66M Hold
2022
Q1
$1.89M Sell
2021
Q4
$1.98M Buy
2021
Q3
$2.02M Hold
2021
Q2
$1.99M Hold
2021
Q1
$2.22M Hold
2020
Q4
$2.12M Buy
2020
Q3
$1.49M Hold
2020
Q2
$1.55M Hold
2020
Q1
$1.38M Hold
2019
Q4
$1.67M Buy
2019
Q3
$914K Hold
2019
Q2
$804K Hold
2019
Q1
$779K Hold
2018
Q4
$648K Hold
2018
Q3
$727K Hold
2018
Q2
$653K Hold
2018
Q1
$629K Hold
2017
Q4
$578K Sell
2017
Q3
$824K Hold
2017
Q2
$781K Hold
2017
Q1
$736K Hold
2016
Q4
$679K Sell
2016
Q3
$977K Hold
2016
Q2
$1.07M Hold
2016
Q1
$1.01M Hold
2015
Q4
$899K Buy
2015
Q3
$681K Hold
2015
Q2
$651K Hold
2015
Q1
$613K Hold
2014
Q4
$558K Buy
2014
Q3
$348K Hold
2014
Q2
$326K Hold
2014
Q1
$306K Hold
2013
Q4
$319K Hold
2013
Q3
$273K Hold
2013
Q2
$236K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Outlier Fund Trades Discover outlier trades that significantly changed a fund's stake in a stock Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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