SBB Research Group’s Fiserv Inc FISV Stock Holding History

SBB Research Group’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 Q1	–	Sell	-2,095	Closed	-$212K	–	43
2022 Q4	$212K	Buy	+2,095	New	+$209K	0.31%	33

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SBB Research Group's FISV Position: Q1 2023 in Review

SBB Research Group sold out of Fiserv Inc (FISV) in Q1 2023, closing a stake of 2,095 shares — an estimated $212K sold.

SBB Research Group first reported a position in FISV in Q4 2022 and held it in 1 quarter. The position peaked at $212K in Q4 2022. 1,435 funds tracked by Wall St. Rank hold FISV as of Q1 2023.

SBB Research Group reported no remaining Fiserv Inc position as of Q1 2023 after selling out during the quarter.
SBB Research Group sold 2,095 Fiserv Inc shares in Q1 2023, an estimated $212K.
SBB Research Group first reported a position in Fiserv Inc in Q4 2022 and held it in 1 quarter.
SBB Research Group's Fiserv Inc position peaked at $212K in Q4 2022.
1,435 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2023.

Based on SBB Research Group's 13F filing for Q1 2023, filed 12 May 2023.