GSC
FISV

Ground Swell Capital’s Fiserv Inc FISV Stock Holding History

Ground Swell Capital’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
2022
Q4 		– Sell
-3,272
Closed -$306K – 100
2022
Q3 		$306K Sell
3,272
-4,214
-56% -$429K 0.87% 30
2022
Q2 		$666K Buy
+7,486
New +$726K 1.22% 6
2014
Q3 		$27K Buy
840
+272
+48% +$8.6K 0.05% 399
2014
Q2 		$17K Buy
+568
New +$16.8K 0.03% 477

Other funds holding FISV

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 $5.72T AUM 30.48% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ground Swell Capital's FISV Position: Q4 2022 in Review

Ground Swell Capital sold out of Fiserv Inc (FISV) in Q4 2022, closing a stake of 3,272 shares — an estimated $306K sold.

Ground Swell Capital first reported a position in FISV in Q2 2014 and held it in 4 quarters. The position peaked at $666K in Q2 2022. 1,432 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

  • Ground Swell Capital reported no remaining Fiserv Inc position as of Q4 2022 after selling out during the quarter.
  • Ground Swell Capital sold 3,272 Fiserv Inc shares in Q4 2022, an estimated $306K.
  • Ground Swell Capital first reported a position in Fiserv Inc in Q2 2014 and held it in 4 quarters.
  • Ground Swell Capital's Fiserv Inc position peaked at $666K in Q2 2022.
  • 1,432 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Ground Swell Capital's 13F filing for Q4 2022, filed 14 Feb 2023.