HFAS
FISV

Hummer Financial Advisory Services’s Fiserv Inc FISV Stock Holding History

Hummer Financial Advisory Services’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
-4,800
Closed -$555K – 87
2019
Q4 		$555K Buy
+4,800
New +$530K 0.6% 47

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hummer Financial Advisory Services's FISV Position: Q1 2020 in Review

Hummer Financial Advisory Services sold out of Fiserv Inc (FISV) in Q1 2020, closing a stake of 4,800 shares — an estimated $555K sold.

Hummer Financial Advisory Services first reported a position in FISV in Q4 2019 and held it in 1 quarter. The position peaked at $555K in Q4 2019. 1,168 funds tracked by Wall St. Rank hold FISV as of Q1 2020.

  • Hummer Financial Advisory Services reported no remaining Fiserv Inc position as of Q1 2020 after selling out during the quarter.
  • Hummer Financial Advisory Services sold 4,800 Fiserv Inc shares in Q1 2020, an estimated $555K.
  • Hummer Financial Advisory Services first reported a position in Fiserv Inc in Q4 2019 and held it in 1 quarter.
  • Hummer Financial Advisory Services's Fiserv Inc position peaked at $555K in Q4 2019.
  • 1,168 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2020.

Based on Hummer Financial Advisory Services's 13F filing for Q1 2020, filed 20 Apr 2020.