ORI
FISV

Oak Ridge Investments’s Fiserv Inc FISV Stock Holding History

Oak Ridge Investments’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
2020
Q2 		– Sell
-9,606
Closed -$912K – 179
2020
Q1 		$912K Sell
9,606
-111
-1% -$12.3K 0.09% 119
2019
Q4 		$1.12M Sell
9,717
-336
-3% -$37.1K 0.08% 126
2019
Q3 		$1.04M Sell
10,053
-66
-0.7% -$6.74K 0.08% 128
2019
Q2 		$922K Sell
10,119
-36,567
-78% -$3.2M 0.06% 132
2019
Q1 		$4.12M Sell
46,686
-1,866
-4% -$154K 0.26% 109
2018
Q4 		$3.57M Sell
48,552
-682
-1% -$52.7K 0.26% 110
2018
Q3 		$4.06M Sell
49,234
-1,880
-4% -$148K 0.22% 108
2018
Q2 		$3.79M Sell
51,114
-1,054
-2% -$76.5K 0.21% 109
2018
Q1 		$3.72M Sell
52,168
-1,996
-4% -$140K 0.21% 112
2017
Q4 		$3.55M Buy
54,164
+3,814
+8% +$246K 0.17% 113
2017
Q3 		$3.25M Sell
50,350
-3,192
-6% -$198K 0.13% 120
2017
Q2 		$3.27M Buy
53,542
+14,678
+38% +$888K 0.1% 118
2017
Q1 		$2.24M Sell
38,864
-19,948
-34% -$1.12M 0.08% 118
2016
Q4 		$3.13M Buy
+58,812
New +$3.02M 0.1% 112

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Oak Ridge Investments's FISV Position: Q2 2020 in Review

Oak Ridge Investments sold out of Fiserv Inc (FISV) in Q2 2020, closing a stake of 9,606 shares — an estimated $912K sold.

Oak Ridge Investments first reported a position in FISV in Q4 2016 and held it in 14 quarters. The position peaked at $4.12M in Q1 2019. 1,217 funds tracked by Wall St. Rank hold FISV as of Q2 2020.

  • Oak Ridge Investments reported no remaining Fiserv Inc position as of Q2 2020 after selling out during the quarter.
  • Oak Ridge Investments sold 9,606 Fiserv Inc shares in Q2 2020, an estimated $912K.
  • Oak Ridge Investments first reported a position in Fiserv Inc in Q4 2016 and held it in 14 quarters.
  • Oak Ridge Investments's Fiserv Inc position peaked at $4.12M in Q1 2019.
  • 1,217 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2020.

Based on Oak Ridge Investments's 13F filing for Q2 2020, filed 5 Aug 2020.