MIH
FISV

Meitav Investment House’s Fiserv Inc FISV Stock Holding History

Meitav Investment House’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
-2,444
Closed -$303K – 395
2023
Q2 		$303K Buy
+2,444
New +$288K ﹤0.01% 315
2021
Q3 		– Sell
-3,006
Closed -$321K – 420
2021
Q2 		$321K Buy
3,006
+2
+0.1% +$233 0.01% 352
2021
Q1 		$358 Buy
3,004
+4
+0.1% +$459 0.01% 304
2020
Q4 		$342K Hold
3,000
– – 0.01% 325
2020
Q3 		$309K Sell
3,000
-949
-24% -$94.5K 0.02% 328
2020
Q2 		$386K Buy
3,949
+432
+12% +$43.5K 0.02% 260
2020
Q1 		$334K Sell
3,517
-546
-13% -$60.6K 0.02% 272
2019
Q4 		$470K Buy
4,063
+392
+11% +$43.3K 0.03% 242
2019
Q3 		$382K Buy
+3,671
New +$375K 0.03% 280
2019
Q1 		– Sell
-4,189
Closed -$308K – 397
2018
Q4 		$308K Sell
4,189
-2,538
-38% -$196K 0.02% 253
2018
Q3 		$550K Buy
6,727
+3,817
+131% +$300K 0.03% 305
2018
Q2 		$215K Buy
+2,910
New +$211K 0.01% 402

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Meitav Investment House's FISV Position: Q3 2023 in Review

Meitav Investment House sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 2,444 shares — an estimated $303K sold.

Meitav Investment House first reported a position in FISV in Q2 2018 and held it in 12 quarters. The position peaked at $550K in Q3 2018. 1,489 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • Meitav Investment House reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 2,444 Fiserv Inc shares in Q3 2023, an estimated $303K.
  • Meitav Investment House first reported a position in Fiserv Inc in Q2 2018 and held it in 12 quarters.
  • Meitav Investment House's Fiserv Inc position peaked at $550K in Q3 2018.
  • 1,489 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.