Lenox Wealth Management’s Fiserv Inc FISV Stock Holding History

Lenox Wealth Management’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
2020 Q2	$7K	Hold	80	–	–	﹤0.01%	487
2020 Q1	$7K	Hold	80	–	–	﹤0.01%	440
2019 Q4	$9K	Hold	80	–	–	﹤0.01%	459
2019 Q3	$8K	Hold	80	–	–	﹤0.01%	478
2019 Q2	$7K	Hold	80	–	–	﹤0.01%	469
2019 Q1	$7K	Hold	80	–	–	﹤0.01%	476
2018 Q4	$6K	Hold	80	–	–	﹤0.01%	441
2018 Q3	$7K	Hold	80	–	–	﹤0.01%	454
2018 Q2	$6K	Hold	80	–	–	﹤0.01%	415
2018 Q1	$5K	Hold	80	–	–	﹤0.01%	400
2017 Q4	$5K	Hold	80	–	–	﹤0.01%	421
2017 Q3	$5K	Hold	80	–	–	﹤0.01%	441
2017 Q2	$5K	Buy	+80	New	+$4.84K	﹤0.01%	421

Other funds holding FISV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Lenox Wealth Management's FISV Position: Q2 2020 in Review

Lenox Wealth Management held its Fiserv Inc (FISV) position steady in Q2 2020 at 80 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Lenox Wealth Management first reported a position in FISV in Q2 2017 and has held it in 13 quarters since. The position peaked at $9K in Q4 2019. 1,216 funds tracked by Wall St. Rank hold FISV as of Q2 2020.

Lenox Wealth Management held 80 shares of Fiserv Inc worth $7K as of Q2 2020.
Lenox Wealth Management left its Fiserv Inc share count unchanged in Q2 2020.
Fiserv Inc made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #487 holding.
Lenox Wealth Management first reported a position in Fiserv Inc in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Fiserv Inc position peaked at $9K in Q4 2019.
1,216 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.