LF
FISV

Lee Financial’s Fiserv Inc FISV Stock Holding History

Lee Financial’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
Q1 		– Sell
-34
Closed -$4.52K – 403
2023
Q4 		$4.52K Buy
34
+18
+113% +$2.21K ﹤0.01% 567
2023
Q3 		$1.81K Hold
16
– – ﹤0.01% 706
2023
Q2 		$2.02K Hold
16
– – ﹤0.01% 660
2023
Q1 		$1.81K Sell
16
-8
-33% -$880 ﹤0.01% 691
2022
Q4 		$2.43K Buy
24
+16
+200% +$1.59K ﹤0.01% 658
2022
Q3 		$1K Buy
+8
New +$815 ﹤0.01% 755

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lee Financial's FISV Position: Q1 2024 in Review

Lee Financial sold out of Fiserv Inc (FISV) in Q1 2024, closing a stake of 34 shares — an estimated $4.52K sold.

Lee Financial first reported a position in FISV in Q3 2022 and held it in 6 quarters. The position peaked at $4.52K in Q4 2023. 1,643 funds tracked by Wall St. Rank hold FISV as of Q1 2024.

  • Lee Financial reported no remaining Fiserv Inc position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 34 Fiserv Inc shares in Q1 2024, an estimated $4.52K.
  • Lee Financial first reported a position in Fiserv Inc in Q3 2022 and held it in 6 quarters.
  • Lee Financial's Fiserv Inc position peaked at $4.52K in Q4 2023.
  • 1,643 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.