Gideon Capital Advisors’s Fiserv Inc FISV Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-22,254	Closed	-$2.57M	–	72
2019 Q4	$2.57M	Sell	22,254 -51	-0.2%	-$5.63K	0.88%	21
2019 Q3	$2.31M	Buy	+22,305	New	+$2.28M	0.76%	23
2018 Q2	–	Sell	-4,033	Closed	-$288K	–	401
2018 Q1	$288K	Buy	+4,033	New	+$284K	0.18%	255
2017 Q1	–	Sell	-5,380	Closed	-$286K	–	434
2016 Q4	$286K	Buy	+5,380	New	+$276K	0.18%	273
2016 Q2	–	Sell	-9,646	Closed	-$495K	–	219
2016 Q1	$495K	Sell	9,646 -7,966	-45%	-$378K	0.62%	64
2015 Q4	$805K	Buy	17,612 +8,006	+83%	+$376K	0.58%	63
2015 Q3	$416K	Buy	+9,606	New	+$416K	0.24%	135
2015 Q1	–	Sell	-7,588	Closed	-$269K	–	257
2014 Q4	$269K	Sell	7,588 -3,738	-33%	-$128K	0.13%	176
2014 Q3	$366K	Buy	+11,326	New	+$358K	0.14%	186
2014 Q2	–	Sell	-20,478	Closed	-$580K	–	269
2014 Q1	$580K	Buy	+20,478	New	+$586K	0.32%	104

Other funds holding FISV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gideon Capital Advisors's FISV Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Fiserv Inc (FISV) in Q1 2020, closing a stake of 22,254 shares — an estimated $2.57M sold.

Gideon Capital Advisors first reported a position in FISV in Q1 2014 and held it in 10 quarters. The position peaked at $2.57M in Q4 2019. 1,168 funds tracked by Wall St. Rank hold FISV as of Q1 2020.

Gideon Capital Advisors reported no remaining Fiserv Inc position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 22,254 Fiserv Inc shares in Q1 2020, an estimated $2.57M.
Gideon Capital Advisors first reported a position in Fiserv Inc in Q1 2014 and held it in 10 quarters.
Gideon Capital Advisors's Fiserv Inc position peaked at $2.57M in Q4 2019.
1,168 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.