MSR
FISV

Main Street Research’s Fiserv Inc FISV Stock Holding History

Main Street Research’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
2021
Q4 		– Sell
-2,289
Closed -$248K – 145
2021
Q3 		$248K Sell
2,289
-118
-5% -$13.2K 0.02% 123
2021
Q2 		$257K Buy
+2,407
New +$280K 0.02% 122

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Main Street Research's FISV Position: Q4 2021 in Review

Main Street Research sold out of Fiserv Inc (FISV) in Q4 2021, closing a stake of 2,289 shares — an estimated $248K sold.

Main Street Research first reported a position in FISV in Q2 2021 and held it in 2 quarters. The position peaked at $257K in Q2 2021. 1,359 funds tracked by Wall St. Rank hold FISV as of Q4 2021.

  • Main Street Research reported no remaining Fiserv Inc position as of Q4 2021 after selling out during the quarter.
  • Main Street Research sold 2,289 Fiserv Inc shares in Q4 2021, an estimated $248K.
  • Main Street Research first reported a position in Fiserv Inc in Q2 2021 and held it in 2 quarters.
  • Main Street Research's Fiserv Inc position peaked at $257K in Q2 2021.
  • 1,359 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2021.

Based on Main Street Research's 13F filing for Q4 2021, filed 9 Feb 2022.