NA
FISV

Neuburgh Advisers’s Fiserv Inc FISV Stock Holding History

Neuburgh Advisers’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
2019
Q3 		$3.22M Buy
31,086
+2,310
+8% +$236K 0.1% 162
2019
Q2 		$2.62M Buy
28,776
+8,932
+45% +$783K 0.08% 184
2019
Q1 		$1.75M Buy
19,844
+1,034
+5% +$85.3K 0.06% 218
2018
Q4 		$1.38M Buy
18,810
+3,124
+20% +$242K 0.05% 232
2018
Q3 		$1.29M Sell
15,686
-7,282
-32% -$572K 0.04% 250
2018
Q2 		$1.7M Buy
22,968
+924
+4% +$67.1K 0.06% 234
2018
Q1 		$1.57M Buy
22,044
+5,324
+32% +$374K 0.06% 215
2017
Q4 		$1.1M Buy
16,720
+1,408
+9% +$90.9K 0.04% 269
2017
Q3 		$987K Sell
15,312
-704
-4% -$43.7K 0.04% 282
2017
Q2 		$980K Sell
16,016
-11,176
-41% -$676K 0.04% 271
2017
Q1 		$1.57M Sell
27,192
-35,024
-56% -$1.97M 0.06% 211
2016
Q4 		$3.31M Buy
+62,216
New +$3.2M 0.15% 121

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuburgh Advisers's FISV Position: Q3 2019 in Review

Neuburgh Advisers increased its Fiserv Inc (FISV) stake by 8% in Q3 2019, buying an estimated $236K and bringing the position to 31,086 shares worth $3.22M. The position accounts for 0.1% of the portfolio, ranked #162.

Neuburgh Advisers first reported a position in FISV in Q4 2016 and has held it in 12 quarters since. The position peaked at $3.31M in Q4 2016. 1,130 funds tracked by Wall St. Rank hold FISV as of Q3 2019.

  • Neuburgh Advisers held 31,086 shares of Fiserv Inc worth $3.22M as of Q3 2019.
  • Neuburgh Advisers bought 2,310 Fiserv Inc shares in Q3 2019, an estimated $236K.
  • Fiserv Inc made up 0.1% of Neuburgh Advisers's portfolio in Q3 2019, its #162 holding.
  • Neuburgh Advisers first reported a position in Fiserv Inc in Q4 2016 and has held it in 12 quarters since.
  • Neuburgh Advisers's Fiserv Inc position peaked at $3.31M in Q4 2016.
  • 1,130 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.