Scholtz & Company’s Fiserv Inc FISV Stock Holding History

Scholtz & Company’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
2021 Q2	–	Sell	-2,780	Closed	-$331K	–	75
2021 Q1	$331K	Buy	+2,780	New	+$319K	0.13%	60

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

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

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

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

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Scholtz & Company's FISV Position: Q2 2021 in Review

Scholtz & Company sold out of Fiserv Inc (FISV) in Q2 2021, closing a stake of 2,780 shares — an estimated $331K sold.

Scholtz & Company first reported a position in FISV in Q1 2021 and held it in 1 quarter. The position peaked at $331K in Q1 2021. 1,340 funds tracked by Wall St. Rank hold FISV as of Q2 2021.

Scholtz & Company reported no remaining Fiserv Inc position as of Q2 2021 after selling out during the quarter.
Scholtz & Company sold 2,780 Fiserv Inc shares in Q2 2021, an estimated $331K.
Scholtz & Company first reported a position in Fiserv Inc in Q1 2021 and held it in 1 quarter.
Scholtz & Company's Fiserv Inc position peaked at $331K in Q1 2021.
1,340 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2021.

Based on Scholtz & Company's 13F filing for Q2 2021, filed 9 Aug 2021.