LAM
FISV

Lynch Asset Management’s Fiserv Inc FISV Stock Holding History

Lynch Asset 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
2023
Q1 		– Sell
-2,250
Closed -$227K – 51
2022
Q4 		$227K Sell
2,250
-2,750
-55% -$274K 0.2% 48
2022
Q3 		$467K Sell
5,000
-5,000
-50% -$510K 0.42% 43
2022
Q2 		$888K Hold
10,000
– – 0.73% 34
2022
Q1 		$1.01M Hold
10,000
– – 0.73% 31
2021
Q4 		$1.04M Buy
+10,000
New +$1.03M 0.72% 32

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lynch Asset Management's FISV Position: Q1 2023 in Review

Lynch Asset Management sold out of Fiserv Inc (FISV) in Q1 2023, closing a stake of 2,250 shares — an estimated $227K sold.

Lynch Asset Management first reported a position in FISV in Q4 2021 and held it in 5 quarters. The position peaked at $1.04M in Q4 2021. 1,434 funds tracked by Wall St. Rank hold FISV as of Q1 2023.

  • Lynch Asset Management reported no remaining Fiserv Inc position as of Q1 2023 after selling out during the quarter.
  • Lynch Asset Management sold 2,250 Fiserv Inc shares in Q1 2023, an estimated $227K.
  • Lynch Asset Management first reported a position in Fiserv Inc in Q4 2021 and held it in 5 quarters.
  • Lynch Asset Management's Fiserv Inc position peaked at $1.04M in Q4 2021.
  • 1,434 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2023.

Based on Lynch Asset Management's 13F filing for Q1 2023, filed 20 Apr 2023.