MPA
FISV

Marvin & Palmer Associates’s Fiserv Inc FISV Stock Holding History

Marvin & Palmer Associates’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
Q3 		– Sell
-70,850
Closed -$8.94M – 29
2023
Q2 		$8.94M Buy
+70,850
New +$8.34M 4.03% 18
2016
Q4 		– Sell
-44,210
Closed -$2.2M – 38
2016
Q3 		$2.2M Buy
44,210
+9,610
+28% +$504K 1.72% 26
2016
Q2 		$1.88M Sell
34,600
-19,000
-35% -$978K 2.55% 21
2016
Q1 		$2.75M Buy
53,600
+13,400
+33% +$635K 3.2% 9
2015
Q4 		$1.84M Buy
40,200
+11,800
+42% +$554K 1.88% 27
2015
Q3 		$1.23M Sell
28,400
-5,800
-17% -$251K 1.47% 34
2015
Q2 		$1.42M Sell
34,200
-400
-1% -$16.1K 1.34% 34
2015
Q1 		$1.37M Buy
+34,600
New +$1.32M 1.19% 40

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marvin & Palmer Associates's FISV Position: Q3 2023 in Review

Marvin & Palmer Associates sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 70,850 shares — an estimated $8.94M sold.

Marvin & Palmer Associates first reported a position in FISV in Q1 2015 and held it in 8 quarters. The position peaked at $8.94M in Q2 2023. 1,489 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • Marvin & Palmer Associates reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • Marvin & Palmer Associates sold 70,850 Fiserv Inc shares in Q3 2023, an estimated $8.94M.
  • Marvin & Palmer Associates first reported a position in Fiserv Inc in Q1 2015 and held it in 8 quarters.
  • Marvin & Palmer Associates's Fiserv Inc position peaked at $8.94M in Q2 2023.
  • 1,489 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on Marvin & Palmer Associates's 13F filing for Q3 2023, filed 13 Nov 2023.