Institutional & Family Asset Management’s Fiserv Inc FISV Stock Holding History

Institutional & Family Asset Management’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 Q2	$32.9K	Buy	221 +45	+26%	+$6.81K	0.01%	288
2024 Q1	$28.1K	Buy	176 +6	+4%	+$874	﹤0.01%	299
2023 Q4	$22.6K	Buy	170 +1	+0.6%	+$123	﹤0.01%	307
2023 Q3	$19.1K	Hold	169	–	–	﹤0.01%	310
2023 Q2	$21.3K	Buy	169 +6	+4%	+$706	﹤0.01%	304
2023 Q1	$18.4K	Hold	163	–	–	﹤0.01%	320
2022 Q4	$16.5K	Hold	163	–	–	﹤0.01%	326
2022 Q3	$15K	Buy	163 +27	+20%	+$2.75K	﹤0.01%	339
2022 Q2	$12K	Hold	136	–	–	﹤0.01%	365
2022 Q1	$14K	Buy	136 +28	+26%	+$2.83K	﹤0.01%	399
2021 Q4	$11K	Sell	108 -967	-90%	-$100K	﹤0.01%	432
2021 Q3	$117K	Hold	1,075	–	–	0.02%	220
2021 Q2	$115K	Sell	1,075 -976	-48%	-$113K	0.02%	223
2021 Q1	$244K	Buy	2,051 +275	+15%	+$31.6K	0.05%	166
2020 Q4	$202K	Hold	1,776	–	–	0.04%	183
2020 Q3	$183K	Buy	1,776 +300	+20%	+$29.9K	0.04%	180
2020 Q2	$144K	Hold	1,476	–	–	0.03%	201
2020 Q1	$140K	Hold	1,476	–	–	0.03%	175
2019 Q4	$171K	Hold	1,476	–	–	0.04%	180
2019 Q3	$153K	Hold	1,476	–	–	0.03%	179
2019 Q2	$135K	Hold	1,476	–	–	0.03%	196
2019 Q1	$130K	Buy	1,476 +524	+55%	+$43.2K	0.03%	215
2018 Q4	$70K	Hold	952	–	–	0.02%	277
2018 Q3	$78K	Hold	952	–	–	0.02%	303
2018 Q2	$71K	Hold	952	–	–	0.01%	316
2018 Q1	$68K	Buy	+952	New	+$66.9K	0.01%	297

Other funds holding FISV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's FISV Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Fiserv Inc (FISV) stake by 26% in Q2 2024, buying an estimated $6.81K and bringing the position to 221 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #288.

Institutional & Family Asset Management first reported a position in FISV in Q1 2018 and has held it in 26 quarters since. The position peaked at $244K in Q1 2021. 1,663 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

Institutional & Family Asset Management held 221 shares of Fiserv Inc worth $32.9K as of Q2 2024.
Institutional & Family Asset Management bought 45 Fiserv Inc shares in Q2 2024, an estimated $6.81K.
Fiserv Inc made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #288 holding.
Institutional & Family Asset Management first reported a position in Fiserv Inc in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Fiserv Inc position peaked at $244K in Q1 2021.
1,663 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.