SIAS
FISV

Shine Investment Advisory Services’s Fiserv Inc FISV Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		– Sell
-324
Closed -$32K – 729
2020
Q2 		$32K Sell
324
-756
-70% -$76.1K 0.01% 384
2020
Q1 		$103K Sell
1,080
-58
-5% -$6.44K 0.05% 176
2019
Q4 		$132K Sell
1,138
-35
-3% -$3.86K 0.05% 173
2019
Q3 		$122K Buy
1,173
+206
+21% +$21K 0.06% 154
2019
Q2 		$88K Buy
967
+70
+8% +$6.13K 0.04% 206
2019
Q1 		$79K Sell
897
-200
-18% -$16.5K 0.04% 221
2018
Q4 		$81K Sell
1,097
-9
-0.8% -$696 0.04% 199
2018
Q3 		$91K Sell
1,106
-31
-3% -$2.43K 0.05% 200
2018
Q2 		$84K Buy
1,137
+101
+10% +$7.33K 0.04% 211
2018
Q1 		$74K Sell
1,036
-40
-4% -$2.81K 0.04% 226
2017
Q4 		$71K Buy
1,076
+66
+7% +$4.26K 0.04% 235
2017
Q3 		$65K Buy
1,010
+100
+11% +$6.21K 0.03% 244
2017
Q2 		$56K Buy
+910
New +$55K 0.03% 258

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shine Investment Advisory Services's FISV Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of Fiserv Inc (FISV) in Q3 2020, closing a stake of 324 shares — an estimated $32K sold.

Shine Investment Advisory Services first reported a position in FISV in Q2 2017 and held it in 13 quarters. The position peaked at $132K in Q4 2019. 1,201 funds tracked by Wall St. Rank hold FISV as of Q3 2020.

  • Shine Investment Advisory Services reported no remaining Fiserv Inc position as of Q3 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 324 Fiserv Inc shares in Q3 2020, an estimated $32K.
  • Shine Investment Advisory Services first reported a position in Fiserv Inc in Q2 2017 and held it in 13 quarters.
  • Shine Investment Advisory Services's Fiserv Inc position peaked at $132K in Q4 2019.
  • 1,201 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.