ORI
Oak Ridge Investments’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,606
| Closed | -$912K | – | 179 |
|
|
2020
Q1 | $912K | Sell |
9,606
-111
| -1% | -$10.5K | 0.09% | 119 |
|
|
2019
Q4 | $1.12M | Sell |
9,717
-336
| -3% | -$38.9K | 0.08% | 126 |
|
|
2019
Q3 | $1.04M | Sell |
10,053
-66
| -0.7% | -$6.83K | 0.08% | 128 |
|
|
2019
Q2 | $922K | Sell |
10,119
-36,567
| -78% | -$3.33M | 0.06% | 132 |
|
|
2019
Q1 | $4.12M | Sell |
46,686
-1,866
| -4% | -$165K | 0.26% | 109 |
|
|
2018
Q4 | $3.57M | Sell |
48,552
-682
| -1% | -$50.1K | 0.26% | 110 |
|
|
2018
Q3 | $4.06M | Sell |
49,234
-1,880
| -4% | -$155K | 0.22% | 108 |
|
|
2018
Q2 | $3.79M | Sell |
51,114
-1,054
| -2% | -$78.1K | 0.21% | 109 |
|
|
2018
Q1 | $3.72M | Buy |
52,168
+25,086
| +93% | +$1.79M | 0.21% | 112 |
|
|
2017
Q4 | $3.55M | Buy |
27,082
+1,907
| +8% | +$250K | 0.17% | 113 |
|
|
2017
Q3 | $3.25M | Sell |
25,175
-1,596
| -6% | -$206K | 0.13% | 120 |
|
|
2017
Q2 | $3.28M | Buy |
26,771
+7,339
| +38% | +$898K | 0.1% | 118 |
|
|
2017
Q1 | $2.24M | Sell |
19,432
-9,974
| -34% | -$1.15M | 0.08% | 118 |
|
|
2016
Q4 | $3.13M | Buy |
+29,406
| New | +$3.13M | 0.1% | 112 |
|