Resource Management’s Fiserv Inc FISV Stock Holding History

Resource Management’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
2021 Q2	–	Sell	-9,220	Closed	-$1.1M	–	193
2021 Q1	$1.1M	Buy	9,220 +500	+6%	+$57.4K	0.13%	58
2020 Q4	$993K	Hold	8,720	–	–	0.14%	61
2020 Q3	$899K	Sell	8,720 -325	-4%	-$32.4K	0.15%	59
2020 Q2	$882K	Hold	9,045	–	–	0.15%	54
2020 Q1	$859K	Buy	9,045 +125	+1%	+$13.9K	0.18%	49
2019 Q4	$1.03M	Hold	8,920	–	–	0.17%	48
2019 Q3	$924K	Hold	8,920	–	–	0.16%	47
2019 Q2	$813K	Hold	8,920	–	–	0.14%	55
2019 Q1	$787K	Sell	8,920 -600	-6%	-$49.5K	0.14%	61
2018 Q4	$699K	Hold	9,520	–	–	0.15%	56
2018 Q3	$784K	Sell	9,520 -600	-6%	-$47.1K	0.14%	59
2018 Q2	$749K	Hold	10,120	–	–	0.15%	60
2018 Q1	$722K	Hold	10,120	–	–	0.15%	59
2017 Q4	$703K	Buy	+10,120	New	+$654K	0.14%	61

Other funds holding FISV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Resource Management's FISV Position: Q2 2021 in Review

Resource Management sold out of Fiserv Inc (FISV) in Q2 2021, closing a stake of 9,220 shares — an estimated $1.1M sold.

Resource Management first reported a position in FISV in Q4 2017 and held it in 14 quarters. The position peaked at $1.1M in Q1 2021. 1,340 funds tracked by Wall St. Rank hold FISV as of Q2 2021.

Resource Management reported no remaining Fiserv Inc position as of Q2 2021 after selling out during the quarter.
Resource Management sold 9,220 Fiserv Inc shares in Q2 2021, an estimated $1.1M.
Resource Management first reported a position in Fiserv Inc in Q4 2017 and held it in 14 quarters.
Resource Management's Fiserv Inc position peaked at $1.1M in Q1 2021.
1,340 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2021.

Based on Resource Management's 13F filing for Q2 2021, filed 23 Jul 2021.