SS
FISV

Simplicity Solutions’s Fiserv Inc FISV Stock Holding History

Simplicity Solutions’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
Q4 		$2.34M Buy
17,620
+9,535
+118% +$1.17M 0.06% 274
2023
Q3 		$913K Sell
8,085
-1,108
-12% -$136K 0.03% 437
2023
Q2 		$1.16M Sell
9,193
-121
-1% -$14.2K 0.03% 431
2023
Q1 		$1.05M Buy
9,314
+4,823
+107% +$531K 0.03% 472
2022
Q4 		$454K Buy
4,491
+332
+8% +$33.1K 0.06% 369
2022
Q3 		$389K Buy
4,159
+908
+28% +$92.5K 0.06% 375
2022
Q2 		$289K Buy
3,251
+499
+18% +$48.4K 0.04% 449
2022
Q1 		$279K Sell
2,752
-4,270
-61% -$432K 0.03% 474
2021
Q4 		$728K Buy
7,022
+3,186
+83% +$329K 0.08% 293
2021
Q3 		$416K Buy
3,836
+1,033
+37% +$115K 0.06% 322
2021
Q2 		$300K Buy
2,803
+400
+17% +$46.5K 0.06% 380
2021
Q1 		$286K Sell
2,403
-39,326
-94% -$4.51M 0.06% 352
2020
Q4 		$4.75M Buy
41,729
+4,926
+13% +$531K 0.07% 232
2020
Q3 		$3.79M Buy
36,803
+12,234
+50% +$1.22M 0.07% 231
2020
Q2 		$2.4M Buy
24,569
+7,990
+48% +$805K 0.05% 275
2020
Q1 		$1.57M Buy
+16,579
New +$1.84M 0.05% 254
2019
Q2 		– Sell
-4,916
Closed -$434K – 721
2019
Q1 		$434K Sell
4,916
-167
-3% -$13.8K 0.03% 444
2018
Q4 		$373K Buy
+5,083
New +$393K 0.05% 381
2016
Q1 		– Sell
-5,236
Closed -$239K – 296
2015
Q4 		$239K Buy
+5,236
New +$246K 0.03% 569

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Solutions's FISV Position: Q4 2023 in Review

Simplicity Solutions increased its Fiserv Inc (FISV) stake by 118% in Q4 2023, buying an estimated $1.17M and bringing the position to 17,620 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #274.

Simplicity Solutions first reported a position in FISV in Q4 2015 and has held it in 19 quarters since. The position peaked at $4.75M in Q4 2020. 1,587 funds tracked by Wall St. Rank hold FISV as of Q4 2023.

  • Simplicity Solutions held 17,620 shares of Fiserv Inc worth $2.34M as of Q4 2023.
  • Simplicity Solutions bought 9,535 Fiserv Inc shares in Q4 2023, an estimated $1.17M.
  • Fiserv Inc made up 0.06% of Simplicity Solutions's portfolio in Q4 2023, its #274 holding.
  • Simplicity Solutions first reported a position in Fiserv Inc in Q4 2015 and has held it in 19 quarters since.
  • Simplicity Solutions's Fiserv Inc position peaked at $4.75M in Q4 2020.
  • 1,587 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.