SC
FISV

Southside Capital’s Fiserv Inc FISV Stock Holding History

Southside Capital’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
2019
Q4 		$8.09M Buy
70,000
+20,000
+40% +$2.21M 2.12% 18
2019
Q3 		$5.18M Buy
+50,000
New +$5.1M 1.41% 33

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Southside Capital's FISV Position: Q4 2019 in Review

Southside Capital increased its Fiserv Inc (FISV) stake by 40% in Q4 2019, buying an estimated $2.21M and bringing the position to 70,000 shares worth $8.09M. The position accounts for 2.12% of the portfolio, ranked #18.

Southside Capital first reported a position in FISV in Q3 2019 and has held it in 2 quarters since. 1,229 funds tracked by Wall St. Rank hold FISV as of Q4 2019.

  • Southside Capital held 70,000 shares of Fiserv Inc worth $8.09M as of Q4 2019.
  • Southside Capital bought 20,000 Fiserv Inc shares in Q4 2019, an estimated $2.21M.
  • Fiserv Inc made up 2.12% of Southside Capital's portfolio in Q4 2019, its #18 holding.
  • Southside Capital first reported a position in Fiserv Inc in Q3 2019 and has held it in 2 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.