O'Dell Group’s Fiserv Inc FISV Stock Holding History

O'Dell Group’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
2025 Q1	–	Sell	-1,608	Closed	-$330K	–	53
2024 Q4	$330K	Hold	1,608	–	–	0.07%	71
2024 Q3	$289K	Hold	1,608	–	–	0.06%	73
2024 Q2	$257K	Hold	1,608	–	–	0.06%	74
2024 Q1	$257K	Hold	1,608	–	–	0.06%	74
2023 Q4	$214K	Buy	+1,608	New	+$197K	0.06%	81
2023 Q3	–	Sell	-1,608	Closed	-$203K	–	204
2023 Q2	$203K	Buy	+1,608	New	+$189K	0.06%	80
2022 Q4	–	Sell	-1,608	Closed	-$150K	–	184
2022 Q3	$150K	Hold	1,608	–	–	0.05%	75
2022 Q2	$143K	Hold	1,608	–	–	0.05%	78
2022 Q1	$163K	Sell	1,608 -160	-9%	-$16.2K	0.05%	82
2021 Q4	$184K	Hold	1,768	–	–	0.05%	76
2021 Q3	$192K	Buy	+1,768	New	+$198K	0.06%	72
2020 Q1	–	Sell	-1,992	Closed	-$230K	–	35
2019 Q4	$230K	Sell	1,992 -608	-23%	-$67.1K	0.12%	54
2019 Q3	$269K	Hold	2,600	–	–	0.15%	40
2019 Q2	$237K	Buy	+2,600	New	+$228K	0.14%	47

Other funds holding FISV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

O'Dell Group's FISV Position: Q1 2025 in Review

O'Dell Group sold out of Fiserv Inc (FISV) in Q1 2025, closing a stake of 1,608 shares — an estimated $330K sold.

O'Dell Group first reported a position in FISV in Q2 2019 and held it in 14 quarters. The position peaked at $330K in Q4 2024. 1,940 funds tracked by Wall St. Rank hold FISV as of Q1 2025.

O'Dell Group reported no remaining Fiserv Inc position as of Q1 2025 after selling out during the quarter.
O'Dell Group sold 1,608 Fiserv Inc shares in Q1 2025, an estimated $330K.
O'Dell Group first reported a position in Fiserv Inc in Q2 2019 and held it in 14 quarters.
O'Dell Group's Fiserv Inc position peaked at $330K in Q4 2024.
1,940 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.