Lake Street Advisors Group’s Fiserv Inc FISV Stock Holding History

Lake Street Advisors Group’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 Q4	$1.3M	Sell	6,327 -167	-3%	-$34.1K	0.06%	192
2024 Q3	$1.17M	Buy	6,494 +95	+1%	+$15.7K	0.05%	196
2024 Q2	$954K	Sell	6,399 -48	-0.7%	-$7.27K	0.05%	222
2024 Q1	$1.03M	Buy	6,447 +28	+0.4%	+$4.08K	0.05%	226
2023 Q4	$853K	Buy	+6,419	New	+$788K	0.04%	244
2021 Q3	–	Sell	-2,565	Closed	-$285K	–	301
2021 Q2	$285K	Buy	2,565 +41	+2%	+$4.77K	0.02%	255
2021 Q1	$300K	Sell	2,524 -1,564	-38%	-$179K	0.02%	238
2020 Q4	$465K	Sell	4,088 -6	-0.1%	-$647	0.04%	161
2020 Q3	$422K	Buy	4,094 +429	+12%	+$42.7K	0.04%	157
2020 Q2	$358K	Buy	+3,665	New	+$369K	0.04%	174
2020 Q1	–	Sell	-1,867	Closed	-$216K	–	263
2019 Q4	$216K	Buy	+1,867	New	+$206K	0.02%	233

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 $3.37T AUM 44.26% 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

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

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

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

Lake Street Advisors Group's FISV Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Fiserv Inc (FISV) stake by 2.6% in Q4 2024, selling an estimated $34.1K and leaving 6,327 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #192.

Lake Street Advisors Group first reported a position in FISV in Q4 2019 and has held it in 11 quarters since. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

Lake Street Advisors Group held 6,327 shares of Fiserv Inc worth $1.3M as of Q4 2024.
Lake Street Advisors Group sold 167 Fiserv Inc shares in Q4 2024, an estimated $34.1K.
Fiserv Inc made up 0.06% of Lake Street Advisors Group's portfolio in Q4 2024, its #192 holding.
Lake Street Advisors Group first reported a position in Fiserv Inc in Q4 2019 and has held it in 11 quarters since.
1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.