LS
FISV

Leelyn Smith’s Fiserv Inc FISV Stock Holding History

Leelyn Smith’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
-67
Closed -$6.77K – 218
2022
Q4 		$6.77K Hold
67
– – ﹤0.01% 349
2022
Q3 		$6K Sell
67
-100
-60% -$10.2K ﹤0.01% 350
2022
Q2 		$15K Hold
167
– – ﹤0.01% 266
2022
Q1 		$17K Sell
167
-1
-0.6% -$101 ﹤0.01% 253
2021
Q4 		$17K Buy
168
+1
+0.6% +$103 ﹤0.01% 254
2021
Q3 		$18K Hold
167
– – 0.01% 239
2021
Q2 		$18K Hold
167
– – 0.01% 240
2021
Q1 		$20K Buy
+167
New +$19.2K 0.01% 247

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Leelyn Smith's FISV Position: Q1 2023 in Review

Leelyn Smith sold out of Fiserv Inc (FISV) in Q1 2023, closing a stake of 67 shares — an estimated $6.77K sold.

Leelyn Smith first reported a position in FISV in Q1 2021 and held it in 8 quarters. The position peaked at $20K in Q1 2021. 1,435 funds tracked by Wall St. Rank hold FISV as of Q1 2023.

  • Leelyn Smith reported no remaining Fiserv Inc position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 67 Fiserv Inc shares in Q1 2023, an estimated $6.77K.
  • Leelyn Smith first reported a position in Fiserv Inc in Q1 2021 and held it in 8 quarters.
  • Leelyn Smith's Fiserv Inc position peaked at $20K in Q1 2021.
  • 1,435 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.