MAM
FISV

Magellan Asset Management’s Fiserv Inc FISV Stock Holding History

Magellan 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
2024
Q4 		– Sell
-12,396
Closed -$2.23M – 97
2024
Q3 		$2.23M Sell
12,396
-4,779
-28% -$788K 0.02% 78
2024
Q2 		$2.56M Hold
17,175
– – 0.02% 75
2024
Q1 		$2.74M Sell
17,175
-2,341
-12% -$341K 0.03% 72
2023
Q4 		$2.59M Buy
+19,516
New +$2.39M 0.03% 71
2021
Q1 		– Sell
-608
Closed -$69K – 111
2020
Q4 		$69K Buy
+608
New +$65.5K ﹤0.01% 101

Other funds holding FISV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Magellan Asset Management's FISV Position: Q4 2024 in Review

Magellan Asset Management sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 12,396 shares — an estimated $2.23M sold.

Magellan Asset Management first reported a position in FISV in Q4 2020 and held it in 5 quarters. The position peaked at $2.74M in Q1 2024. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Magellan Asset Management reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
  • Magellan Asset Management sold 12,396 Fiserv Inc shares in Q4 2024, an estimated $2.23M.
  • Magellan Asset Management first reported a position in Fiserv Inc in Q4 2020 and held it in 5 quarters.
  • Magellan Asset Management's Fiserv Inc position peaked at $2.74M in Q1 2024.
  • 1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Magellan Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.