FIM
FISV

Fernwood Investment Management’s Fiserv Inc FISV Stock Holding History

Fernwood Investment Management’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
2019
Q4 		– Sell
-5,224
Closed -$541K – 169
2019
Q3 		$541K Buy
+5,224
New +$533K 0.27% 96

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 $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fernwood Investment Management's FISV Position: Q4 2019 in Review

Fernwood Investment Management sold out of Fiserv Inc (FISV) in Q4 2019, closing a stake of 5,224 shares — an estimated $541K sold.

Fernwood Investment Management first reported a position in FISV in Q3 2019 and held it in 1 quarter. The position peaked at $541K in Q3 2019. 1,229 funds tracked by Wall St. Rank hold FISV as of Q4 2019.

  • Fernwood Investment Management reported no remaining Fiserv Inc position as of Q4 2019 after selling out during the quarter.
  • Fernwood Investment Management sold 5,224 Fiserv Inc shares in Q4 2019, an estimated $541K.
  • Fernwood Investment Management first reported a position in Fiserv Inc in Q3 2019 and held it in 1 quarter.
  • Fernwood Investment Management's Fiserv Inc position peaked at $541K in Q3 2019.
  • 1,229 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2019.

Based on Fernwood Investment Management's 13F filing for Q4 2019, filed 10 Feb 2020.