SA
FISV

SpiderRock Advisors’s Fiserv Inc FISV Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$5.86M Buy
32,631
+18,305
+128% +$3.02M 0.09% 155
2024
Q2 		$2.14M Buy
14,326
+4,601
+47% +$696K 0.04% 265
2024
Q1 		$1.48M Buy
+9,725
New +$1.42M 0.04% 322

Other funds holding FISV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

SpiderRock Advisors's FISV Position: Q3 2024 in Review

SpiderRock Advisors increased its Fiserv Inc (FISV) stake by 128% in Q3 2024, buying an estimated $3.02M and bringing the position to 32,631 shares worth $5.86M. The position accounts for 0.09% of the portfolio, ranked #155.

SpiderRock Advisors first reported a position in FISV in Q1 2024 and has held it in 3 quarters since. 1,722 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • SpiderRock Advisors held 32,631 shares of Fiserv Inc worth $5.86M as of Q3 2024.
  • SpiderRock Advisors bought 18,305 Fiserv Inc shares in Q3 2024, an estimated $3.02M.
  • Fiserv Inc made up 0.09% of SpiderRock Advisors's portfolio in Q3 2024, its #155 holding.
  • SpiderRock Advisors first reported a position in Fiserv Inc in Q1 2024 and has held it in 3 quarters since.
  • 1,722 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.