IP
FISV

Investment Partners’s Fiserv Inc FISV Stock Holding History

Investment Partners’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
Q4 		– Sell
-2,154
Closed -$202K – 176
2022
Q3 		$202K Buy
+2,154
New +$220K 0.06% 250

Other funds holding FISV

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Investment Partners's FISV Position: Q4 2022 in Review

Investment Partners sold out of Fiserv Inc (FISV) in Q4 2022, closing a stake of 2,154 shares — an estimated $202K sold.

Investment Partners first reported a position in FISV in Q3 2022 and held it in 1 quarter. The position peaked at $202K in Q3 2022. 1,433 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

  • Investment Partners reported no remaining Fiserv Inc position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 2,154 Fiserv Inc shares in Q4 2022, an estimated $202K.
  • Investment Partners first reported a position in Fiserv Inc in Q3 2022 and held it in 1 quarter.
  • Investment Partners's Fiserv Inc position peaked at $202K in Q3 2022.
  • 1,433 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.