Sargent Bickham Lagudis’s Fiserv Inc FISV Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$141K	Hold	1,400	–	–	0.01%	303
2022 Q3	$131K	Hold	1,400	–	–	0.01%	277
2022 Q2	$125K	Hold	1,400	–	–	0.01%	292
2022 Q1	$142K	Hold	1,400	–	–	0.01%	292
2021 Q4	$145K	Hold	1,400	–	–	0.01%	288
2021 Q3	$152K	Hold	1,400	–	–	0.01%	277
2021 Q2	$150K	Hold	1,400	–	–	0.01%	292
2021 Q1	$167K	Hold	1,400	–	–	0.01%	261
2020 Q4	$159K	Hold	1,400	–	–	0.01%	268
2020 Q3	$144K	Hold	1,400	–	–	0.01%	247
2020 Q2	$137K	Hold	1,400	–	–	0.01%	238
2020 Q1	$133K	Hold	1,400	–	–	0.02%	226
2019 Q4	$162K	Hold	1,400	–	–	0.02%	228
2019 Q3	$145K	Hold	1,400	–	–	0.02%	218
2019 Q2	$128K	Buy	1,400 +400	+40%	+$35K	0.02%	252
2019 Q1	$88K	Hold	1,000	–	–	0.01%	307
2018 Q4	$73K	Hold	1,000	–	–	0.01%	314
2018 Q3	$82K	Hold	1,000	–	–	0.01%	299
2018 Q2	$74K	Hold	1,000	–	–	0.01%	308
2018 Q1	$71K	Hold	1,000	–	–	0.01%	303
2017 Q4	$66K	Hold	1,000	–	–	0.01%	332
2017 Q3	$64K	Hold	1,000	–	–	0.01%	335
2017 Q2	$61K	Hold	1,000	–	–	0.01%	332
2017 Q1	$58K	Hold	1,000	–	–	0.01%	340
2016 Q4	$53K	Hold	1,000	–	–	0.01%	331
2016 Q3	$50	Buy	1,000 +600	+150%	+$31.5K	0.01%	344
2016 Q2	$22K	Hold	400	–	–	﹤0.01%	445
2016 Q1	$21K	Buy	+400	New	+$19K	﹤0.01%	473

Other funds holding FISV

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

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

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

Sargent Bickham Lagudis's FISV Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Fiserv Inc (FISV) position steady in Q4 2022 at 1,400 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #303.

Sargent Bickham Lagudis first reported a position in FISV in Q1 2016 and has held it in 28 quarters since. The position peaked at $167K in Q1 2021. 1,432 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

Sargent Bickham Lagudis held 1,400 shares of Fiserv Inc worth $141K as of Q4 2022.
Sargent Bickham Lagudis left its Fiserv Inc share count unchanged in Q4 2022.
Fiserv Inc made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #303 holding.
Sargent Bickham Lagudis first reported a position in Fiserv Inc in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Fiserv Inc position peaked at $167K in Q1 2021.
1,432 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.