KWILP
FISV

Kiwi Wealth Investments Limited Partnership’s Fiserv Inc FISV Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q3 		– Sell
-10,084
Closed -$1.27M – 98
2023
Q2 		$1.27M Buy
+10,084
New +$1.19M 0.08% 154
2021
Q2 		– Sell
-125,493
Closed -$14.9M – 252
2021
Q1 		$14.9M Buy
125,493
+83,193
+197% +$9.55M 0.86% 30
2020
Q4 		$4.82M Sell
42,300
-10,815
-20% -$1.17M 0.28% 104
2020
Q3 		$5.47M Buy
+53,115
New +$5.29M 0.38% 73

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's FISV Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 10,084 shares — an estimated $1.27M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in FISV in Q3 2020 and held it in 4 quarters. The position peaked at $14.9M in Q1 2021. 1,489 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 10,084 Fiserv Inc shares in Q3 2023, an estimated $1.27M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Fiserv Inc in Q3 2020 and held it in 4 quarters.
  • Kiwi Wealth Investments Limited Partnership's Fiserv Inc position peaked at $14.9M in Q1 2021.
  • 1,489 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.