Sageworth Trust’s Fiserv Inc FISV Stock Holding History

Sageworth Trust’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 Q3	–	Sell	-4	Closed	–	–	250
2020 Q2	$0	Buy	+4	New	+$403	﹤0.01%	264
2019 Q2	–	Sell	-10	Closed	-$1K	–	214
2019 Q1	$1K	Buy	10 +9	+900%	+$743	﹤0.01%	236
2018 Q4	$0	Buy	+1	New	+$77	﹤0.01%	195

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sageworth Trust's FISV Position: Q3 2020 in Review

Sageworth Trust sold out of Fiserv Inc (FISV) in Q3 2020, closing a stake of 4 shares.

Sageworth Trust first reported a position in FISV in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 1,200 funds tracked by Wall St. Rank hold FISV as of Q3 2020.

Sageworth Trust reported no remaining Fiserv Inc position as of Q3 2020 after selling out during the quarter.
Sageworth Trust sold 4 Fiserv Inc shares in Q3 2020.
Sageworth Trust first reported a position in Fiserv Inc in Q4 2018 and held it in 3 quarters.
Sageworth Trust's Fiserv Inc position peaked at $1K in Q1 2019.
1,200 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2020.

Based on Sageworth Trust's 13F filing for Q3 2020, filed 4 Nov 2020.