MMPW
FISV

Mitchell McLeod Pugh & Williams’s Fiserv Inc FISV Stock Holding History

Mitchell McLeod Pugh & Williams’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
2024
Q4 		– Sell
-1,200
Closed -$216K – 269
2024
Q3 		$216K Buy
+1,200
New +$198K 0.05% 257

Other funds holding FISV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's FISV Position: Q4 2024 in Review

Mitchell McLeod Pugh & Williams sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 1,200 shares — an estimated $216K sold.

Mitchell McLeod Pugh & Williams first reported a position in FISV in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Mitchell McLeod Pugh & Williams reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 1,200 Fiserv Inc shares in Q4 2024, an estimated $216K.
  • Mitchell McLeod Pugh & Williams first reported a position in Fiserv Inc in Q3 2024 and held it in 1 quarter.
  • Mitchell McLeod Pugh & Williams's Fiserv Inc position peaked at $216K in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2024, filed 16 Jan 2025.