Koss-Olinger Consulting’s Fiserv Inc FISV Stock Holding History

Koss-Olinger Consulting’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	-45,981	Closed	-$7.35M	–	278
2024 Q1	$7.35M	Buy	+45,981	New	+$6.7M	3.97%	6

Other funds holding FISV

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koss-Olinger Consulting's FISV Position: Q2 2024 in Review

Koss-Olinger Consulting sold out of Fiserv Inc (FISV) in Q2 2024, closing a stake of 45,981 shares — an estimated $7.35M sold.

Koss-Olinger Consulting first reported a position in FISV in Q1 2024 and held it in 1 quarter. The position peaked at $7.35M in Q1 2024. 1,663 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

Koss-Olinger Consulting reported no remaining Fiserv Inc position as of Q2 2024 after selling out during the quarter.
Koss-Olinger Consulting sold 45,981 Fiserv Inc shares in Q2 2024, an estimated $7.35M.
Koss-Olinger Consulting first reported a position in Fiserv Inc in Q1 2024 and held it in 1 quarter.
Koss-Olinger Consulting's Fiserv Inc position peaked at $7.35M in Q1 2024.
1,663 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Koss-Olinger Consulting's 13F filing for Q2 2024, filed 6 Aug 2024.