LC
FISV

Lourd Capital’s Fiserv Inc FISV Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-6,466
Closed -$475K – 186
2018
Q4 		$475K Buy
6,466
+19
+0.3% +$1.47K 0.04% 124
2018
Q3 		$531K Buy
+6,447
New +$506K 0.03% 121
2018
Q1 		– Sell
-6,544
Closed -$429K – 188
2017
Q4 		$429K Buy
+6,544
New +$423K 0.03% 180

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 $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lourd Capital's FISV Position: Q1 2019 in Review

Lourd Capital sold out of Fiserv Inc (FISV) in Q1 2019, closing a stake of 6,466 shares — an estimated $475K sold.

Lourd Capital first reported a position in FISV in Q4 2017 and held it in 3 quarters. The position peaked at $531K in Q3 2018. 980 funds tracked by Wall St. Rank hold FISV as of Q1 2019.

  • Lourd Capital reported no remaining Fiserv Inc position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 6,466 Fiserv Inc shares in Q1 2019, an estimated $475K.
  • Lourd Capital first reported a position in Fiserv Inc in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's Fiserv Inc position peaked at $531K in Q3 2018.
  • 980 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.