MBE
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Michael B. Elefante’s Fiserv Inc FISV Stock Holding History

Michael B. Elefante’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
2014
Q4 		$1.97M Sell
55,570
-107,300
-66% -$3.67M 2.16% 16
2014
Q3 		$5.26M Buy
162,870
+4,320
+3% +$137K 2.27% 16
2014
Q2 		$4.78M Buy
158,550
+5,130
+3% +$152K 2% 23
2014
Q1 		$4.35M Buy
153,420
+16,900
+12% +$483K 1.88% 23
2013
Q4 		$4.03M Buy
136,520
+15,620
+13% +$421K 1.86% 23
2013
Q3 		$3.05M Buy
120,900
+28,060
+30% +$679K 1.53% 27
2013
Q2 		$2.03M Buy
+92,840
New +$2.04M 1.1% 36

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Longview Partners
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Findlay Park Partners
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Michael B. Elefante's FISV Position: Q4 2014 in Review

Michael B. Elefante reduced its Fiserv Inc (FISV) stake by 66% in Q4 2014, selling an estimated $3.67M and leaving 55,570 shares worth $1.97M. The position accounts for 2.16% of the portfolio, ranked #16.

Michael B. Elefante first reported a position in FISV in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.26M in Q3 2014. 658 funds tracked by Wall St. Rank hold FISV as of Q4 2014.

  • Michael B. Elefante held 55,570 shares of Fiserv Inc worth $1.97M as of Q4 2014.
  • Michael B. Elefante sold 107,300 Fiserv Inc shares in Q4 2014, an estimated $3.67M.
  • Fiserv Inc made up 2.16% of Michael B. Elefante's portfolio in Q4 2014, its #16 holding.
  • Michael B. Elefante first reported a position in Fiserv Inc in Q2 2013 and has held it in 7 quarters since.
  • Michael B. Elefante's Fiserv Inc position peaked at $5.26M in Q3 2014.
  • 658 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.