PIP
FISV

Peachtree Investment Partners’s Fiserv Inc FISV Stock Holding History

Peachtree Investment Partners’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
Q1 		– Sell
-2,700
Closed -$312K – 71
2019
Q4 		$312K Sell
2,700
-1,926
-42% -$213K 0.22% 51
2019
Q3 		$479K Buy
4,626
+900
+24% +$91.9K 0.38% 47
2019
Q2 		$340K Hold
3,726
– – 0.27% 56
2019
Q1 		$329K Sell
3,726
-210
-5% -$17.3K 0.28% 48
2018
Q4 		$289K Buy
+3,936
New +$304K 0.33% 45

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 $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Peachtree Investment Partners's FISV Position: Q1 2020 in Review

Peachtree Investment Partners sold out of Fiserv Inc (FISV) in Q1 2020, closing a stake of 2,700 shares — an estimated $312K sold.

Peachtree Investment Partners first reported a position in FISV in Q4 2018 and held it in 5 quarters. The position peaked at $479K in Q3 2019. 1,168 funds tracked by Wall St. Rank hold FISV as of Q1 2020.

  • Peachtree Investment Partners reported no remaining Fiserv Inc position as of Q1 2020 after selling out during the quarter.
  • Peachtree Investment Partners sold 2,700 Fiserv Inc shares in Q1 2020, an estimated $312K.
  • Peachtree Investment Partners first reported a position in Fiserv Inc in Q4 2018 and held it in 5 quarters.
  • Peachtree Investment Partners's Fiserv Inc position peaked at $479K in Q3 2019.
  • 1,168 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2020.

Based on Peachtree Investment Partners's 13F filing for Q1 2020, filed 15 May 2020.