GP
FISV

Girard Partners’s Fiserv Inc FISV Stock Holding History

Girard Partners’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
2024
Q2 		$229K Sell
1,535
-27
-2% -$4.09K 0.02% 242
2024
Q1 		$250K Buy
+1,562
New +$227K 0.02% 242
2023
Q4 		– Sell
-1,924
Closed -$217K – 249
2023
Q3 		$217K Sell
1,924
-2
-0.1% -$246 0.02% 228
2023
Q2 		$243K Sell
1,926
-258
-12% -$30.4K 0.03% 225
2023
Q1 		$247K Sell
2,184
-718
-25% -$79K 0.03% 228
2022
Q4 		$293K Sell
2,902
-1,087
-27% -$108K 0.03% 221
2022
Q3 		$373K Buy
3,989
+92
+2% +$9.38K 0.05% 179
2022
Q2 		$346K Sell
3,897
-1,109
-22% -$108K 0.04% 184
2022
Q1 		$507K Sell
5,006
-9,246
-65% -$936K 0.06% 166
2021
Q4 		$1.48M Buy
14,252
+3,141
+28% +$325K 0.16% 112
2021
Q3 		$1.21M Buy
11,111
+6,432
+137% +$719K 0.15% 114
2021
Q2 		$500K Buy
+4,679
New +$544K 0.06% 162
2018
Q4 		– Sell
-80
Closed -$6K – 421
2018
Q3 		$6K Buy
+80
New +$6.28K ﹤0.01% 814

Other funds holding FISV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Girard Partners's FISV Position: Q2 2024 in Review

Girard Partners reduced its Fiserv Inc (FISV) stake by 1.7% in Q2 2024, selling an estimated $4.09K and leaving 1,535 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #242.

Girard Partners first reported a position in FISV in Q3 2018 and has held it in 13 quarters since. The position peaked at $1.48M in Q4 2021. 1,663 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Girard Partners held 1,535 shares of Fiserv Inc worth $229K as of Q2 2024.
  • Girard Partners sold 27 Fiserv Inc shares in Q2 2024, an estimated $4.09K.
  • Fiserv Inc made up 0.02% of Girard Partners's portfolio in Q2 2024, its #242 holding.
  • Girard Partners first reported a position in Fiserv Inc in Q3 2018 and has held it in 13 quarters since.
  • Girard Partners's Fiserv Inc position peaked at $1.48M in Q4 2021.
  • 1,663 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.