MIM
FISV

Martin Investment Management’s Fiserv Inc FISV Stock Holding History

Martin Investment 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
2020
Q3 		– Sell
-41,890
Closed -$4.09M – 47
2020
Q2 		$4.09M Sell
41,890
-6,120
-13% -$616K 1.7% 28
2020
Q1 		$4.56M Sell
48,010
-15,862
-25% -$1.76M 2.31% 22
2019
Q4 		$7.39M Sell
63,872
-57,416
-47% -$6.34M 2.56% 17
2019
Q3 		$12.6M Sell
121,288
-30,443
-20% -$3.11M 3.08% 14
2019
Q2 		$13.8M Sell
151,731
-22,768
-13% -$2M 3.48% 8
2019
Q1 		$15.4M Sell
174,499
-434
-0.2% -$35.8K 4.01% 6
2018
Q4 		$12.9M Sell
174,933
-3,943
-2% -$305K 4.14% 5
2018
Q3 		$14.7M Sell
178,876
-39,270
-18% -$3.08M 3.96% 4
2018
Q2 		$16.2M Sell
218,146
-402
-0.2% -$29.2K 4.06% 5
2018
Q1 		$15.6M Buy
218,548
+1,162
+0.5% +$81.7K 3.95% 5
2017
Q4 		$14M Hold
217,386
– – 3.91% 6
2017
Q3 		$14M Sell
217,386
-8,984
-4% -$558K 3.91% 6
2017
Q2 		$13.8M Sell
226,370
-12,598
-5% -$762K 3.91% 7
2017
Q1 		$13.8M Sell
238,968
-94,540
-28% -$5.31M 3.89% 6
2016
Q4 		$17.7M Sell
333,508
-119,936
-26% -$6.16M 3.36% 8
2016
Q3 		$22.6M Buy
453,444
+2,196
+0.5% +$115K 3.71% 6
2016
Q2 		$24.5M Sell
451,248
-62,086
-12% -$3.2M 4.09% 4
2016
Q1 		$26.3M Sell
513,334
-22,168
-4% -$1.05M 4.11% 4
2015
Q4 		$24.5M Sell
535,502
-37,076
-6% -$1.74M 3.89% 7
2015
Q3 		$24.8M Sell
572,578
-30,612
-5% -$1.32M 4% 6
2015
Q2 		$25M Sell
603,190
-16,998
-3% -$684K 3.58% 8
2015
Q1 		$24.6M Buy
620,188
+81,720
+15% +$3.12M 3.43% 8
2014
Q4 		$19.1M Sell
538,468
-5,578
-1% -$191K 3.14% 15
2014
Q3 		$17.6M Sell
544,046
-115,018
-17% -$3.64M 3.1% 14
2014
Q2 		$19.9M Sell
659,064
-8,518
-1% -$253K 3.57% 11
2014
Q1 		$18.9M Sell
667,582
-39,186
-6% -$1.12M 3.6% 12
2013
Q4 		$20.9M Buy
706,768
+28,560
+4% +$770K 3.85% 8
2013
Q3 		$17.1M Sell
678,208
-5,596
-0.8% -$135K 3.72% 9
2013
Q2 		$14.9M Buy
+683,804
New +$15M 3.53% 13

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Martin Investment Management's FISV Position: Q3 2020 in Review

Martin Investment Management sold out of Fiserv Inc (FISV) in Q3 2020, closing a stake of 41,890 shares — an estimated $4.09M sold.

Martin Investment Management first reported a position in FISV in Q2 2013 and held it in 29 quarters. The position peaked at $26.3M in Q1 2016. 1,200 funds tracked by Wall St. Rank hold FISV as of Q3 2020.

  • Martin Investment Management reported no remaining Fiserv Inc position as of Q3 2020 after selling out during the quarter.
  • Martin Investment Management sold 41,890 Fiserv Inc shares in Q3 2020, an estimated $4.09M.
  • Martin Investment Management first reported a position in Fiserv Inc in Q2 2013 and held it in 29 quarters.
  • Martin Investment Management's Fiserv Inc position peaked at $26.3M in Q1 2016.
  • 1,200 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2020.

Based on Martin Investment Management's 13F filing for Q3 2020, filed 14 Oct 2020.