IEFM
FISV

IQ EQ Fund Management’s Fiserv Inc FISV Stock Holding History

IQ EQ Fund 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 		– Sell
-1,369
Closed -$219K – 325
2024
Q1 		$219K Buy
+1,369
New +$199K 0.02% 283
2023
Q3 		– Sell
-1,788
Closed -$226K – 247
2023
Q2 		$226K Sell
1,788
-8
-0.4% -$942 0.04% 225
2023
Q1 		$203K Buy
+1,796
New +$198K 0.04% 228

Other funds holding FISV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IQ EQ Fund Management's FISV Position: Q2 2024 in Review

IQ EQ Fund Management sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 1,369 shares — an estimated $219K sold.

IQ EQ Fund Management first reported a position in FISV in Q1 2023 and held it in 3 quarters. The position peaked at $226K in Q2 2023. 1,664 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • IQ EQ Fund Management reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
  • IQ EQ Fund Management sold 1,369 Fiserv Inc shares in Q2 2024, an estimated $219K.
  • IQ EQ Fund Management first reported a position in Fiserv Inc in Q1 2023 and held it in 3 quarters.
  • IQ EQ Fund Management's Fiserv Inc position peaked at $226K in Q2 2023.
  • 1,664 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on IQ EQ Fund Management's 13F filing for Q2 2024, filed 29 Jul 2024.