Silvercrest Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
82,057
+32,267
| +65% | +$5.56M | 0.1% | 256 |
|
|
2025
Q1 | $11M | Buy |
49,790
+2,296
| +5% | +$507K | 0.08% | 283 |
|
|
2024
Q4 | $9.76M | Buy |
+47,494
| New | +$9.76M | 0.07% | 306 |
|
|
2021
Q2 | – | Sell |
-1,818
| Closed | -$216K | – | 851 |
|
|
2021
Q1 | $216K | Sell |
1,818
-2,046
| -53% | -$243K | ﹤0.01% | 793 |
|
|
2020
Q4 | $440K | Sell |
3,864
-106
| -3% | -$12.1K | ﹤0.01% | 651 |
|
|
2020
Q3 | $409K | Sell |
3,970
-2,724
| -41% | -$281K | ﹤0.01% | 629 |
|
|
2020
Q2 | $653K | Hold |
6,694
| – | – | 0.01% | 572 |
|
|
2020
Q1 | $636K | Buy |
6,694
+3,200
| +92% | +$304K | 0.01% | 540 |
|
|
2019
Q4 | $404K | Hold |
3,494
| – | – | ﹤0.01% | 620 |
|
|
2019
Q3 | $362K | Hold |
3,494
| – | – | ﹤0.01% | 618 |
|
|
2019
Q2 | $319K | Sell |
3,494
-370
| -10% | -$33.8K | ﹤0.01% | 481 |
|
|
2019
Q1 | $341K | Hold |
3,864
| – | – | ﹤0.01% | 464 |
|
|
2018
Q4 | $284K | Sell |
3,864
-210
| -5% | -$15.4K | ﹤0.01% | 445 |
|
|
2018
Q3 | $336K | Buy |
4,074
+84
| +2% | +$6.93K | ﹤0.01% | 445 |
|
|
2018
Q2 | $296K | Buy |
3,990
+210
| +6% | +$15.6K | ﹤0.01% | 470 |
|
|
2018
Q1 | $270K | Sell |
3,780
-1,210
| -24% | -$86.4K | ﹤0.01% | 487 |
|
|
2017
Q4 | $327K | Buy |
+4,990
| New | +$327K | ﹤0.01% | 463 |
|
|
2017
Q3 | – | Sell |
-8,000
| Closed | -$489K | – | 560 |
|
|
2017
Q2 | $489K | Sell |
8,000
-340
| -4% | -$20.8K | 0.01% | 410 |
|
|
2017
Q1 | $481K | Buy |
8,340
+318
| +4% | +$18.3K | 0.01% | 414 |
|
|
2016
Q4 | $426K | Buy |
8,022
+22
| +0.3% | +$1.17K | ﹤0.01% | 436 |
|
|
2016
Q3 | $398K | Hold |
8,000
| – | – | ﹤0.01% | 434 |
|
|
2016
Q2 | $435K | Sell |
8,000
-260
| -3% | -$14.1K | 0.01% | 421 |
|
|
2016
Q1 | $424K | Buy |
8,260
+260
| +3% | +$13.3K | 0.01% | 423 |
|
|
2015
Q4 | $366K | Buy |
+8,000
| New | +$366K | 0.01% | 457 |
|