IUHSA
FISV

Itau Unibanco Holding S.A.’s Fiserv Inc FISV Stock Holding History

Itau Unibanco Holding S.A.’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
Q3 		– Sell
-918
Closed -$137K – 362
2024
Q2 		$137K Buy
+918
New +$139K 0.01% 143
2024
Q1 		– Sell
-181
Closed -$24K – 212
2023
Q4 		$24K Sell
181
-504
-74% -$61.8K ﹤0.01% 266
2023
Q3 		$77.4K Buy
+685
New +$84.4K ﹤0.01% 226
2023
Q2 		– Sell
-796
Closed -$90K – 550
2023
Q1 		$90K Sell
796
-1,372
-63% -$151K ﹤0.01% 258
2022
Q4 		$220K Buy
+2,168
New +$216K 0.01% 194
2022
Q3 		– Sell
-2,419
Closed -$215K – 582
2022
Q2 		$215K Buy
2,419
+2,174
+887% +$211K 0.01% 206
2022
Q1 		$25K Buy
245
+17
+7% +$1.72K ﹤0.01% 364
2021
Q4 		$24K Buy
228
+78
+52% +$8.06K ﹤0.01% 357
2021
Q3 		$16K Sell
150
-75
-33% -$8.38K ﹤0.01% 350
2021
Q2 		$24K Buy
+225
New +$26.2K ﹤0.01% 274
2017
Q4 		– Sell
-1,564
Closed -$319K – 578
2017
Q3 		$319K Buy
1,564
+1,404
+878% +$87.2K 0.02% 382
2017
Q2 		$10K Sell
160
-60
-27% -$3.63K ﹤0.01% 519
2017
Q1 		$13K Buy
+220
New +$12.3K ﹤0.01% 501

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Itau Unibanco Holding S.A.'s FISV Position: Q3 2024 in Review

Itau Unibanco Holding S.A. sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 918 shares — an estimated $137K sold.

Itau Unibanco Holding S.A. first reported a position in FISV in Q1 2017 and held it in 13 quarters. The position peaked at $319K in Q3 2017. 1,722 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Itau Unibanco Holding S.A. reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 918 Fiserv Inc shares in Q3 2024, an estimated $137K.
  • Itau Unibanco Holding S.A. first reported a position in Fiserv Inc in Q1 2017 and held it in 13 quarters.
  • Itau Unibanco Holding S.A.'s Fiserv Inc position peaked at $319K in Q3 2017.
  • 1,722 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2024, filed 14 Nov 2024.