Jupiter Investment Management’s Fiserv Inc FISV Stock Holding History

Jupiter Investment 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
2020 Q2	$8.63M	Buy	+88,371	New	+$8.9M	0.14%	154
2020 Q1	–	Sell	-1,741	Closed	-$201K	–	416
2019 Q4	$201K	Buy	+1,741	New	+$192K	﹤0.01%	413
2019 Q2	–	Sell	-817,688	Closed	-$72.2M	–	372
2019 Q1	$72.2M	Buy	+817,688	New	+$67.5M	0.67%	48
2017 Q2	–	Sell	-763,614	Closed	-$44M	–	428
2017 Q1	$44M	Buy	763,614 +464,728	+155%	+$26.1M	0.62%	54
2016 Q4	$15.9M	Sell	298,886 -307,316	-51%	-$15.8M	0.27%	96
2016 Q3	$30.1M	Buy	606,202 +352,796	+139%	+$18.5M	0.52%	66
2016 Q2	$13.8M	Buy	+253,406	New	+$13M	0.26%	102
2014 Q4	–	Sell	-8,320	Closed	-$268K	–	358
2014 Q3	$268K	Buy	+8,320	New	+$263K	0.01%	279

Other funds holding FISV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jupiter Investment Management's FISV Position: Q2 2020 in Review

Jupiter Investment Management opened a new position in Fiserv Inc (FISV) in Q2 2020: 88,371 shares worth $8.63M. The stake represents 0.14% of the portfolio and ranks #154 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in FISV as recently as Q4 2019.

Jupiter Investment Management first reported a position in FISV in Q3 2014 and has held it in 8 quarters since. The position peaked at $72.2M in Q1 2019. 1,217 funds tracked by Wall St. Rank hold FISV as of Q2 2020.

Jupiter Investment Management held 88,371 shares of Fiserv Inc worth $8.63M as of Q2 2020.
Fiserv Inc was a new Jupiter Investment Management position in Q2 2020.
Fiserv Inc made up 0.14% of Jupiter Investment Management's portfolio in Q2 2020, its #154 holding.
Jupiter Investment Management first reported a position in Fiserv Inc in Q3 2014 and has held it in 8 quarters since.
Jupiter Investment Management's Fiserv Inc position peaked at $72.2M in Q1 2019.
1,217 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.