Magellan Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,396
| Closed | -$2.23M | – | 97 |
|
|
2024
Q3 | $2.23M | Sell |
12,396
-4,779
| -28% | -$859K | 0.02% | 78 |
|
|
2024
Q2 | $2.56M | Hold |
17,175
| – | – | 0.02% | 75 |
|
|
2024
Q1 | $2.74M | Sell |
17,175
-2,341
| -12% | -$374K | 0.03% | 72 |
|
|
2023
Q4 | $2.59M | Buy |
+19,516
| New | +$2.59M | 0.03% | 71 |
|
|
2021
Q1 | – | Sell |
-608
| Closed | -$69K | – | 111 |
|
|
2020
Q4 | $69K | Buy |
+608
| New | +$69K | ﹤0.01% | 101 |
|