KA
FISV

Kaizen Advisory’s Fiserv Inc FISV Stock Holding History

Kaizen Advisory’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
2018
Q4 		$82K Buy
1,120
+135
+14% +$10.4K 0.06% 251
2018
Q3 		$81K Hold
985
– – 0.04% 260
2018
Q2 		$73K Buy
985
+583
+145% +$42.3K 0.04% 274
2018
Q1 		$29K Hold
402
– – 0.03% 271
2017
Q4 		$26K Buy
+402
New +$26K 0.02% 277

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's FISV Position: Q4 2018 in Review

Kaizen Advisory increased its Fiserv Inc (FISV) stake by 14% in Q4 2018, buying an estimated $10.4K and bringing the position to 1,120 shares worth $82K. The position accounts for 0.06% of the portfolio, ranked #251.

Kaizen Advisory first reported a position in FISV in Q4 2017 and has held it in 5 quarters since. 911 funds tracked by Wall St. Rank hold FISV as of Q4 2018.

  • Kaizen Advisory held 1,120 shares of Fiserv Inc worth $82K as of Q4 2018.
  • Kaizen Advisory bought 135 Fiserv Inc shares in Q4 2018, an estimated $10.4K.
  • Fiserv Inc made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #251 holding.
  • Kaizen Advisory first reported a position in Fiserv Inc in Q4 2017 and has held it in 5 quarters since.
  • 911 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.