Kula Investments’s Fiserv Inc FISV Stock Holding History

Kula Investments’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 Q1	–	Sell	-4,404	Closed	-$445K	–	694
2022 Q4	$445K	Buy	+4,404	New	+$439K	0.13%	256

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

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

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

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

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

Kula Investments's FISV Position: Q1 2023 in Review

Kula Investments sold out of Fiserv Inc (FISV) in Q1 2023, closing a stake of 4,404 shares — an estimated $445K sold.

Kula Investments first reported a position in FISV in Q4 2022 and held it in 1 quarter. The position peaked at $445K in Q4 2022. 1,434 funds tracked by Wall St. Rank hold FISV as of Q1 2023.

Kula Investments reported no remaining Fiserv Inc position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 4,404 Fiserv Inc shares in Q1 2023, an estimated $445K.
Kula Investments first reported a position in Fiserv Inc in Q4 2022 and held it in 1 quarter.
Kula Investments's Fiserv Inc position peaked at $445K in Q4 2022.
1,434 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.