SCM
FISV

Scopia Capital Management’s Fiserv Inc FISV Stock Holding History

Scopia Capital Management’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 		– Sell
-175,296
Closed -$16.4M – 26
2022
Q3 		$16.4M Sell
175,296
-249,442
-59% -$25.4M 1.5% 21
2022
Q2 		$37.8M Buy
424,738
+39,824
+10% +$3.86M 4.08% 12
2022
Q1 		$39M Sell
384,914
-210,233
-35% -$21.3M 3.56% 14
2021
Q4 		$61.8M Buy
595,147
+143,072
+32% +$14.8M 5.83% 9
2021
Q3 		$49M Buy
452,075
+37,443
+9% +$4.18M 5.3% 9
2021
Q2 		$44.3M Buy
414,632
+142,028
+52% +$16.5M 6.01% 8
2021
Q1 		$32.5M Buy
+272,604
New +$31.3M 4.02% 9

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Scopia Capital Management's FISV Position: Q4 2022 in Review

Scopia Capital Management sold out of Fiserv Inc (FISV) in Q4 2022, closing a stake of 175,296 shares — an estimated $16.4M sold.

Scopia Capital Management first reported a position in FISV in Q1 2021 and held it in 7 quarters. The position peaked at $61.8M in Q4 2021. 1,433 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

  • Scopia Capital Management reported no remaining Fiserv Inc position as of Q4 2022 after selling out during the quarter.
  • Scopia Capital Management sold 175,296 Fiserv Inc shares in Q4 2022, an estimated $16.4M.
  • Scopia Capital Management first reported a position in Fiserv Inc in Q1 2021 and held it in 7 quarters.
  • Scopia Capital Management's Fiserv Inc position peaked at $61.8M in Q4 2021.
  • 1,433 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Scopia Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.