JCIA
FISV

Jackson Creek Investment Advisors’s Fiserv Inc FISV Stock Holding History

Jackson Creek Investment Advisors’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
-1,717
Closed -$274K – 317
2024
Q1 		$274K Sell
1,717
-23
-1% -$3.35K 0.1% 281
2023
Q4 		$231K Buy
+1,740
New +$214K 0.09% 291
2023
Q3 		– Sell
-1,847
Closed -$233K – 324
2023
Q2 		$233K Buy
1,847
+10
+0.5% +$1.18K 0.09% 297
2023
Q1 		$208K Buy
+1,837
New +$202K 0.09% 296

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Jackson Creek Investment Advisors's FISV Position: Q2 2024 in Review

Jackson Creek Investment Advisors sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 1,717 shares — an estimated $274K sold.

Jackson Creek Investment Advisors first reported a position in FISV in Q1 2023 and held it in 4 quarters. The position peaked at $274K in Q1 2024. 1,666 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Jackson Creek Investment Advisors reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 1,717 Fiserv Inc shares in Q2 2024, an estimated $274K.
  • Jackson Creek Investment Advisors first reported a position in Fiserv Inc in Q1 2023 and held it in 4 quarters.
  • Jackson Creek Investment Advisors's Fiserv Inc position peaked at $274K in Q1 2024.
  • 1,666 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.