HB
FISV

Harry Burn’s Fiserv Inc FISV Stock Holding History

Harry Burn’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
Q1 		– Sell
-10,755
Closed -$1.12M – 37
2021
Q4 		$1.12M Sell
10,755
-967,744
-99% -$100M 0.03% 35
2021
Q3 		$106M Sell
978,499
-7,023
-0.7% -$785K 3% 13
2021
Q2 		$105M Buy
985,522
+80,244
+9% +$9.33M 2.93% 9
2021
Q1 		$108M Buy
905,278
+176,377
+24% +$20.2M 3.15% 9
2020
Q4 		$83M Buy
728,901
+36,079
+5% +$3.89M 2.47% 17
2020
Q3 		$71.4M Buy
+692,822
New +$69M 2.23% 27

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Harry Burn's FISV Position: Q1 2022 in Review

Harry Burn sold out of Fiserv Inc (FISV) in Q1 2022, closing a stake of 10,755 shares — an estimated $1.12M sold.

Harry Burn first reported a position in FISV in Q3 2020 and held it in 6 quarters. The position peaked at $108M in Q1 2021. 1,343 funds tracked by Wall St. Rank hold FISV as of Q1 2022.

  • Harry Burn reported no remaining Fiserv Inc position as of Q1 2022 after selling out during the quarter.
  • Harry Burn sold 10,755 Fiserv Inc shares in Q1 2022, an estimated $1.12M.
  • Harry Burn first reported a position in Fiserv Inc in Q3 2020 and held it in 6 quarters.
  • Harry Burn's Fiserv Inc position peaked at $108M in Q1 2021.
  • 1,343 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2022.

Based on Sound Shore Management's 13F filing for Q1 2022, filed 6 May 2022.