Sonora Investment Management’s Fiserv Inc FISV Stock Holding History

Sonora Investment 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
2021 Q3	$19K	Sell	178 -530	-75%	-$59.2K	﹤0.01%	641
2021 Q2	$76K	Buy	708 +462	+188%	+$53.7K	0.01%	316
2021 Q1	$29K	Buy	246 +123	+100%	+$14.1K	﹤0.01%	770
2020 Q4	$14K	Sell	123 -27	-18%	-$2.91K	﹤0.01%	1056
2020 Q3	$15K	Buy	150 +29	+24%	+$2.89K	﹤0.01%	1019
2020 Q2	$12K	Sell	121 -10,482	-99%	-$1.06M	﹤0.01%	982
2020 Q1	$1.01M	Buy	10,603 +9,396	+778%	+$1.04M	0.12%	139
2019 Q4	$140K	Hold	1,207	–	–	0.01%	291
2019 Q3	$125K	Buy	1,207 +53	+5%	+$5.41K	0.01%	301
2019 Q2	$105K	Buy	1,154 +68	+6%	+$5.96K	0.01%	333
2019 Q1	$96K	Sell	1,086 -348	-24%	-$28.7K	0.01%	342
2018 Q4	$105K	Hold	1,434	–	–	0.02%	290
2018 Q3	$118K	Hold	1,434	–	–	0.02%	266
2018 Q2	$106K	Buy	+1,434	New	+$104K	0.02%	268
2015 Q4	–	Sell	-228	Closed	-$10K	–	917
2015 Q3	$10K	Buy	+228	New	+$9.86K	﹤0.01%	486

Other funds holding FISV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

Sonora Investment Management's FISV Position: Q3 2021 in Review

Sonora Investment Management reduced its Fiserv Inc (FISV) stake by 75% in Q3 2021, selling an estimated $59.2K and leaving 178 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Sonora Investment Management first reported a position in FISV in Q3 2015 and has held it in 15 quarters since. The position peaked at $1.01M in Q1 2020. 1,324 funds tracked by Wall St. Rank hold FISV as of Q3 2021.

Sonora Investment Management held 178 shares of Fiserv Inc worth $19K as of Q3 2021.
Sonora Investment Management sold 530 Fiserv Inc shares in Q3 2021, an estimated $59.2K.
Fiserv Inc made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #641 holding.
Sonora Investment Management first reported a position in Fiserv Inc in Q3 2015 and has held it in 15 quarters since.
Sonora Investment Management's Fiserv Inc position peaked at $1.01M in Q1 2020.
1,324 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.