II
FISV

Inspire Investing’s Fiserv Inc FISV Stock Holding History

Inspire Investing’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
Q3 		– Sell
-2,326
Closed -$227K – 478
2020
Q2 		$227K Sell
2,326
-16,940
-88% -$1.71M 0.08% 359
2020
Q1 		$1.83M Sell
19,266
-2,045
-10% -$227K 0.73% 13
2019
Q4 		$2.46M Buy
21,311
+7,264
+52% +$802K 0.88% 13
2019
Q3 		$1.46M Buy
14,047
+1,146
+9% +$117K 0.55% 26
2019
Q2 		$1.18M Buy
12,901
+168
+1% +$14.7K 0.49% 33
2019
Q1 		$1.12M Buy
12,733
+2,230
+21% +$184K 0.52% 28
2018
Q4 		$772K Buy
10,503
+538
+5% +$41.6K 0.52% 28
2018
Q3 		$821K Buy
9,965
+1,180
+13% +$92.6K 0.51% 29
2018
Q2 		$651K Buy
8,785
+4,272
+95% +$310K 0.46% 30
2018
Q1 		$322K Buy
4,513
+547
+14% +$38.5K 0.33% 36
2017
Q4 		$260K Buy
+3,966
New +$256K 0.22% 27

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inspire Investing's FISV Position: Q3 2020 in Review

Inspire Investing sold out of Fiserv Inc (FISV) in Q3 2020, closing a stake of 2,326 shares — an estimated $227K sold.

Inspire Investing first reported a position in FISV in Q4 2017 and held it in 11 quarters. The position peaked at $2.46M in Q4 2019. 1,201 funds tracked by Wall St. Rank hold FISV as of Q3 2020.

  • Inspire Investing reported no remaining Fiserv Inc position as of Q3 2020 after selling out during the quarter.
  • Inspire Investing sold 2,326 Fiserv Inc shares in Q3 2020, an estimated $227K.
  • Inspire Investing first reported a position in Fiserv Inc in Q4 2017 and held it in 11 quarters.
  • Inspire Investing's Fiserv Inc position peaked at $2.46M in Q4 2019.
  • 1,201 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2020.

Based on Inspire Investing's 13F filing for Q3 2020, filed 16 Nov 2020.