SHGA
FISV

Sand Hill Global Advisors’s Fiserv Inc FISV Stock Holding History

Sand Hill Global Advisors’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
2023
Q3 		– Sell
-6,986
Closed -$881K – 153
2023
Q2 		$881K Hold
6,986
– – 0.04% 98
2023
Q1 		$790K Hold
6,986
– – 0.04% 101
2022
Q4 		$706K Hold
6,986
– – 0.04% 108
2022
Q3 		$654K Sell
6,986
-17
-0.2% -$1.73K 0.04% 106
2022
Q2 		$623K Sell
7,003
-283
-4% -$27.4K 0.04% 107
2022
Q1 		$739K Sell
7,286
-5
-0.1% -$506 0.04% 99
2021
Q4 		$757K Hold
7,291
– – 0.04% 100
2021
Q3 		$791K Buy
7,291
+59
+0.8% +$6.59K 0.05% 96
2021
Q2 		$773K Sell
7,232
-526
-7% -$61.2K 0.05% 94
2021
Q1 		$924K Sell
7,758
-148
-2% -$17K 0.06% 87
2020
Q4 		$900K Hold
7,906
– – 0.06% 90
2020
Q3 		$815K Sell
7,906
-115
-1% -$11.5K 0.06% 86
2020
Q2 		$783K Sell
8,021
-30
-0.4% -$3.02K 0.06% 85
2020
Q1 		$765K Sell
8,051
-240
-3% -$26.7K 0.07% 79
2019
Q4 		$959K Buy
8,291
+618
+8% +$68.2K 0.09% 82
2019
Q3 		$795K Buy
+7,673
New +$783K 0.07% 77
2013
Q4 		– Sell
-27,772
Closed -$702K – 77
2013
Q3 		$702K Buy
+27,772
New +$672K 0.12% 57

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sand Hill Global Advisors's FISV Position: Q3 2023 in Review

Sand Hill Global Advisors sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 6,986 shares — an estimated $881K sold.

Sand Hill Global Advisors first reported a position in FISV in Q3 2013 and held it in 17 quarters. The position peaked at $959K in Q4 2019. 1,489 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • Sand Hill Global Advisors reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • Sand Hill Global Advisors sold 6,986 Fiserv Inc shares in Q3 2023, an estimated $881K.
  • Sand Hill Global Advisors first reported a position in Fiserv Inc in Q3 2013 and held it in 17 quarters.
  • Sand Hill Global Advisors's Fiserv Inc position peaked at $959K in Q4 2019.
  • 1,489 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on Sand Hill Global Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.