Inspire Trust Company’s Fiserv Inc FISV Stock Holding History

Inspire Trust Company’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 Q1	–	Sell	-1,689	Closed	-$224K	–	108
2023 Q4	$224K	Buy	+1,689	New	+$207K	0.23%	89

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Inspire Trust Company's FISV Position: Q1 2024 in Review

Inspire Trust Company sold out of Fiserv Inc (FISV) in Q1 2024, closing a stake of 1,689 shares — an estimated $224K sold.

Inspire Trust Company first reported a position in FISV in Q4 2023 and held it in 1 quarter. The position peaked at $224K in Q4 2023. 1,645 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

Inspire Trust Company reported no remaining Fiserv Inc position as of Q1 2024 after selling out during the quarter.
Inspire Trust Company sold 1,689 Fiserv Inc shares in Q1 2024, an estimated $224K.
Inspire Trust Company first reported a position in Fiserv Inc in Q4 2023 and held it in 1 quarter.
Inspire Trust Company's Fiserv Inc position peaked at $224K in Q4 2023.
1,645 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Inspire Trust Company's 13F filing for Q1 2024, filed 15 May 2024.