Mid Atlantic Financial Management’s Fiserv Inc FISV Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$288K	Sell	2,654 -1,754	-40%	-$196K	0.02%	679
2021 Q2	$471K	Buy	4,408 +260	+6%	+$30.2K	0.03%	487
2021 Q1	$494K	Buy	4,148 +1,625	+64%	+$186K	0.04%	432
2020 Q4	$287K	Sell	2,523 -164	-6%	-$17.7K	0.02%	597
2020 Q3	$293K	Sell	2,687 -241	-8%	-$24K	0.03%	526
2020 Q2	$286K	Buy	2,928 +451	+18%	+$45.4K	0.03%	501
2020 Q1	$235K	Buy	2,477 +160	+7%	+$17.8K	0.03%	517
2019 Q4	$268K	Buy	+2,317	New	+$256K	0.03%	557

Other funds holding FISV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mid Atlantic Financial Management's FISV Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Fiserv Inc (FISV) stake by 40% in Q3 2021, selling an estimated $196K and leaving 2,654 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #679.

Mid Atlantic Financial Management first reported a position in FISV in Q4 2019 and has held it in 8 quarters since. The position peaked at $494K in Q1 2021. 1,324 funds tracked by Wall St. Rank hold FISV as of Q3 2021.

Mid Atlantic Financial Management held 2,654 shares of Fiserv Inc worth $288K as of Q3 2021.
Mid Atlantic Financial Management sold 1,754 Fiserv Inc shares in Q3 2021, an estimated $196K.
Fiserv Inc made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #679 holding.
Mid Atlantic Financial Management first reported a position in Fiserv Inc in Q4 2019 and has held it in 8 quarters since.
Mid Atlantic Financial Management's Fiserv Inc position peaked at $494K in Q1 2021.
1,324 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.