Legacy Capital Partners’s Fiserv Inc FISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6.12M | Buy |
60,399
+845
| +1% | +$85.5K | 2.02% | 10 |
|
|
2021
Q4 | $6.18M | Sell |
59,554
-7,224
| -11% | -$747K | 2% | 8 |
|
|
2021
Q3 | $7.25M | Buy |
66,778
+2,675
| +4% | +$299K | 2.62% | 6 |
|
|
2021
Q2 | $6.85M | Sell |
64,103
-350
| -0.5% | -$40.7K | 2.45% | 7 |
|
|
2021
Q1 | $7.67M | Buy |
64,453
+645
| +1% | +$74K | 2.9% | 5 |
|
|
2020
Q4 | $7.26M | Sell |
63,808
-3,850
| -6% | -$415K | 2.85% | 5 |
|
|
2020
Q3 | $6.97M | Buy |
67,658
+2,120
| +3% | +$211K | 2.82% | 5 |
|
|
2020
Q2 | $6.4M | Sell |
65,538
-3,315
| -5% | -$334K | 2.75% | 5 |
|
|
2020
Q1 | $6.54M | Sell |
68,853
-205
| -0.3% | -$22.8K | 3.24% | 2 |
|
|
2019
Q4 | $7.99M | Sell |
69,058
-655
| -0.9% | -$72.3K | 3.22% | 2 |
|
|
2019
Q3 | $7.22M | Sell |
69,713
-2,480
| -3% | -$253K | 3.16% | 2 |
|
|
2019
Q2 | $6.58M | Sell |
72,193
-514
| -0.7% | -$45K | 2.92% | 2 |
|
|
2019
Q1 | $6.42M | Sell |
72,707
-1,115
| -2% | -$92K | 2.99% | 2 |
|
|
2018
Q4 | $5.42M | Sell |
73,822
-475
| -0.6% | -$36.7K | 2.87% | 2 |
|
|
2018
Q3 | $6.12M | Buy |
74,297
+115
| +0.2% | +$9.03K | 2.82% | 2 |
|
|
2018
Q2 | $5.5M | Buy |
74,182
+1,150
| +2% | +$83.5K | 2.69% | 4 |
|
|
2018
Q1 | $5.21M | Sell |
73,032
-32
| -0% | -$2.25K | 2.61% | 7 |
|
|
2017
Q4 | $4.79M | Sell |
73,064
-3,910
| -5% | -$252K | 2.37% | 7 |
|
|
2017
Q3 | $4.96M | Sell |
76,974
-32
| -0% | -$1.99K | 2.61% | 7 |
|
|
2017
Q2 | $4.71M | Buy |
77,006
+4,038
| +6% | +$244K | 2.55% | 4 |
|
|
2017
Q1 | $4.21M | Buy |
72,968
+4,804
| +7% | +$270K | 2.36% | 8 |
|
|
2016
Q4 | $3.62M | Buy |
68,164
+1,434
| +2% | +$73.7K | 2.19% | 10 |
|
|
2016
Q3 | $3.32M | Buy |
66,730
+900
| +1% | +$47.2K | 2.09% | 13 |
|
|
2016
Q2 | $3.58M | Sell |
65,830
-2,190
| -3% | -$113K | 2.23% | 12 |
|
|
2016
Q1 | $3.49M | Sell |
68,020
-1,500
| -2% | -$71.1K | 2.25% | 11 |
|
|
2015
Q4 | $3.18M | Buy |
69,520
+3,090
| +5% | +$145K | 2.04% | 13 |
|
|
2015
Q3 | $2.88M | Buy |
66,430
+5,800
| +10% | +$251K | 1.95% | 15 |
|
|
2015
Q2 | $2.51M | Sell |
60,630
-1,100
| -2% | -$44.2K | 1.63% | 20 |
|
|
2015
Q1 | $2.45M | Buy |
61,730
+33,482
| +119% | +$1.28M | 1.56% | 20 |
|
|
2014
Q4 | $1M | Buy |
28,248
+1,000
| +4% | +$34.2K | 0.64% | 56 |
|
|
2014
Q3 | $881K | Sell |
27,248
-1,000
| -4% | -$31.6K | 0.58% | 58 |
|
|
2014
Q2 | $852K | Buy |
28,248
+5,920
| +27% | +$176K | 0.55% | 58 |
|
|
2014
Q1 | $633K | Sell |
22,328
-100
| -0.4% | -$2.86K | 0.45% | 66 |
|
|
2013
Q4 | $663K | Buy |
22,428
+400
| +2% | +$10.8K | 0.47% | 62 |
|
|
2013
Q3 | $557K | Buy |
22,028
+400
| +2% | +$9.68K | 0.42% | 64 |
|
|
2013
Q2 | $473K | Buy |
+21,628
| New | +$474K | 0.36% | 70 |
|
Other funds holding FISV
KKRC
VH
Legacy Capital Partners's FISV Position: Q1 2022 in Review
Legacy Capital Partners increased its Fiserv Inc (FISV) stake by 1.4% in Q1 2022, buying an estimated $85.5K and bringing the position to 60,399 shares worth $6.12M. The position accounts for 2.02% of the portfolio, ranked #10.
Legacy Capital Partners first reported a position in FISV in Q2 2013 and has held it in 36 quarters since. The position peaked at $7.99M in Q4 2019. 1,342 funds tracked by Wall St. Rank hold FISV as of Q1 2022.
- Legacy Capital Partners held 60,399 shares of Fiserv Inc worth $6.12M as of Q1 2022.
- Legacy Capital Partners bought 845 Fiserv Inc shares in Q1 2022, an estimated $85.5K.
- Fiserv Inc made up 2.02% of Legacy Capital Partners's portfolio in Q1 2022, its #10 holding.
- Legacy Capital Partners first reported a position in Fiserv Inc in Q2 2013 and has held it in 36 quarters since.
- Legacy Capital Partners's Fiserv Inc position peaked at $7.99M in Q4 2019.
- 1,342 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2022.
Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.