SK
FISV

Sarah Ketterer’s Fiserv Inc FISV Stock Holding History

Sarah Ketterer’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
2024
Q4 		– Sell
-292,231
Closed -$52.5M – 111
2024
Q3 		$52.5M Sell
292,231
-138,723
-32% -$22.9M 1.29% 24
2024
Q2 		$64.2M Buy
430,954
+6,354
+1% +$962K 1.75% 17
2024
Q1 		$67.9M Sell
424,600
-115,450
-21% -$16.8M 1.78% 13
2023
Q4 		$71.7M Sell
540,050
-123,180
-19% -$15.1M 1.83% 14
2023
Q3 		$74.9M Buy
663,230
+11,461
+2% +$1.41M 1.98% 11
2023
Q2 		$82.2M Sell
651,769
-33,825
-5% -$3.98M 2.16% 7
2023
Q1 		$77.5M Buy
685,594
+38,117
+6% +$4.19M 1.86% 9
2022
Q4 		$65.4M Sell
647,477
-185,745
-22% -$18.5M 1.9% 9
2022
Q3 		$78M Sell
833,222
-413,668
-33% -$42.2M 2.18% 9
2022
Q2 		$111M Sell
1,246,890
-125,827
-9% -$12.2M 2.77% 6
2022
Q1 		$139M Buy
1,372,717
+204,350
+17% +$20.7M 3.33% 5
2021
Q4 		$121M Buy
1,168,367
+182,027
+18% +$18.8M 2.67% 11
2021
Q3 		$107M Sell
986,340
-45,052
-4% -$5.03M 2.41% 8
2021
Q2 		$110M Buy
1,031,392
+174,840
+20% +$20.3M 2.25% 10
2021
Q1 		$102M Buy
856,552
+205,308
+32% +$23.6M 2.01% 16
2020
Q4 		$74.2M Buy
+651,244
New +$70.2M 1.39% 21

Other funds holding FISV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Sarah Ketterer's FISV Position: Q4 2024 in Review

Sarah Ketterer sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 292,231 shares — an estimated $52.5M sold.

Sarah Ketterer first reported a position in FISV in Q4 2020 and held it in 16 quarters. The position peaked at $139M in Q1 2022. 1,902 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Sarah Ketterer reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
  • Sarah Ketterer sold 292,231 Fiserv Inc shares in Q4 2024, an estimated $52.5M.
  • Sarah Ketterer first reported a position in Fiserv Inc in Q4 2020 and held it in 16 quarters.
  • Sarah Ketterer's Fiserv Inc position peaked at $139M in Q1 2022.
  • 1,902 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Causeway Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.