LMR Partners’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $735K | Hold |
4,265
| – | – | 0.01% | 439 |
|
2025
Q1 | $942K | Hold |
4,265
| – | – | 0.01% | 427 |
|
2024
Q4 | $876K | Hold |
4,265
| – | – | 0.01% | 416 |
|
2024
Q3 | $766K | Hold |
4,265
| – | – | 0.01% | 352 |
|
2024
Q2 | $636K | Buy |
4,265
+466
| +12% | +$69.5K | 0.01% | 372 |
|
2024
Q1 | $607K | Buy |
+3,799
| New | +$607K | 0.01% | 342 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 737 |
|
2023
Q3 | – | Sell |
-4,265
| Closed | -$538K | – | 783 |
|
2023
Q2 | $538K | Buy |
+4,265
| New | +$538K | 0.01% | 372 |
|
2020
Q4 | – | Sell |
-87,675
| Closed | -$9.04M | – | 523 |
|
2020
Q3 | $9.04M | Buy |
87,675
+19,771
| +29% | +$2.04M | 0.19% | 59 |
|
2020
Q2 | $6.63M | Buy |
+67,904
| New | +$6.63M | 0.17% | 83 |
|
2020
Q1 | – | Sell |
-29,825
| Closed | -$3.45K | – | 309 |
|
2019
Q4 | $3.45K | Buy |
29,825
+19,967
| +203% | +$2.31K | 0.01% | 96 |
|
2019
Q3 | $1.02M | Buy |
+9,858
| New | +$1.02M | 0.05% | 168 |
|
2019
Q1 | – | Sell |
-3,638
| Closed | -$267K | – | 399 |
|
2018
Q4 | $267K | Buy |
+3,638
| New | +$267K | 0.01% | 314 |
|
2018
Q2 | – | Sell |
-6,381
| Closed | -$837K | – | 521 |
|
2018
Q1 | $837K | Sell |
6,381
-6,381
| -50% | -$837K | 0.09% | 202 |
|
2017
Q4 | $837K | Buy |
+12,762
| New | +$837K | 0.09% | 202 |
|
2017
Q1 | – | Sell |
-5,028
| Closed | -$267K | – | 396 |
|
2016
Q4 | $267K | Sell |
5,028
-15,200
| -75% | -$807K | 0.04% | 293 |
|
2016
Q3 | $1.01M | Sell |
20,228
-20,602
| -50% | -$1.02M | 0.1% | 189 |
|
2016
Q2 | $2.22M | Buy |
40,830
+32,714
| +403% | +$1.78M | 0.34% | 87 |
|
2016
Q1 | $416 | Sell |
8,116
-35,000
| -81% | -$1.79K | 0.05% | 298 |
|
2015
Q4 | $1.97M | Buy |
+43,116
| New | +$1.97M | 0.64% | 26 |
|
2015
Q3 | – | Sell |
-40,060
| Closed | -$1.66M | – | 371 |
|
2015
Q2 | $1.66M | Buy |
40,060
+15,448
| +63% | +$640K | 0.2% | 143 |
|
2015
Q1 | $977K | Sell |
24,612
-10,422
| -30% | -$414K | 0.14% | 197 |
|
2014
Q4 | $1.24M | Buy |
35,034
+28,474
| +434% | +$1.01M | 0.16% | 176 |
|
2014
Q3 | $212K | Sell |
6,560
-57,046
| -90% | -$1.84M | 0.02% | 249 |
|
2014
Q2 | $1.92M | Buy |
+63,606
| New | +$1.92M | 0.16% | 170 |
|