Kintegral Advisory’s Fiserv Inc FISV Stock Holding History

Kintegral 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
2022 Q4	–	Sell	-4,651	Closed	-$435K	–	284
2022 Q3	$435K	Hold	4,651	–	–	0.06%	224
2022 Q2	$414K	Buy	4,651 +98	+2%	+$9.51K	0.05%	230
2022 Q1	$462K	Buy	4,553 +102	+2%	+$10.3K	0.05%	234
2021 Q4	$462K	Hold	4,451	–	–	0.05%	235
2021 Q3	$483K	Hold	4,451	–	–	0.06%	231
2021 Q2	$476K	Hold	4,451	–	–	0.06%	232
2021 Q1	$530K	Hold	4,451	–	–	0.07%	221
2020 Q4	$507K	Hold	4,451	–	–	0.07%	211
2020 Q3	$459K	Sell	4,451 -143	-3%	-$14.2K	0.07%	207
2020 Q2	$448K	Hold	4,594	–	–	0.07%	209
2020 Q1	$436K	Buy	4,594 +513	+13%	+$57K	0.08%	196
2019 Q4	$472K	Hold	4,081	–	–	0.09%	208
2019 Q3	$423K	Hold	4,081	–	–	0.08%	212
2019 Q2	$372K	Hold	4,081	–	–	0.08%	229
2019 Q1	$360K	Sell	4,081 -179	-4%	-$14.8K	0.08%	225
2018 Q4	$313K	Buy	+4,260	New	+$329K	0.09%	179

Other funds holding FISV

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 $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kintegral Advisory's FISV Position: Q4 2022 in Review

Kintegral Advisory sold out of Fiserv Inc (FISV) in Q4 2022, closing a stake of 4,651 shares — an estimated $435K sold.

Kintegral Advisory first reported a position in FISV in Q4 2018 and held it in 16 quarters. The position peaked at $530K in Q1 2021. 1,432 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

Kintegral Advisory reported no remaining Fiserv Inc position as of Q4 2022 after selling out during the quarter.
Kintegral Advisory sold 4,651 Fiserv Inc shares in Q4 2022, an estimated $435K.
Kintegral Advisory first reported a position in Fiserv Inc in Q4 2018 and held it in 16 quarters.
Kintegral Advisory's Fiserv Inc position peaked at $530K in Q1 2021.
1,432 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Kintegral Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.