Legacy CG’s Fiserv Inc FISV Stock Holding History

Legacy CG’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
2022 Q3	–	Sell	-314	Closed	-$28K	–	74
2022 Q2	$28K	Buy	+314	New	+$30.5K	0.02%	74

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Legacy CG's FISV Position: Q3 2022 in Review

Legacy CG sold out of Fiserv Inc (FISV) in Q3 2022, closing a stake of 314 shares — an estimated $28K sold.

Legacy CG first reported a position in FISV in Q2 2022 and held it in 1 quarter. The position peaked at $28K in Q2 2022. 1,344 funds tracked by Wall St. Rank hold FISV as of Q3 2022.

Legacy CG reported no remaining Fiserv Inc position as of Q3 2022 after selling out during the quarter.
Legacy CG sold 314 Fiserv Inc shares in Q3 2022, an estimated $28K.
Legacy CG first reported a position in Fiserv Inc in Q2 2022 and held it in 1 quarter.
Legacy CG's Fiserv Inc position peaked at $28K in Q2 2022.
1,344 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2022.

Based on Legacy CG's 13F filing for Q3 2022, filed 4 Nov 2022.