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 		$3.47M Buy
19,300
+14,000
+264% +$2.31M 0.06% 221
2024
Q2 		$790K Buy
5,300
+1,200
+29% +$182K 0.02% 457
2024
Q1 		$624K Buy
+4,100
New +$597K 0.02% 476
2023
Q4 		– Hold
0
– – – 138
2023
Q3 		– Hold
0
– – – 124
2023
Q2 		– Hold
0
– – – 107
2023
Q1 		– Hold
0
– – – 150
2022
Q4 		– Hold
0
– – – 145
2022
Q3 		– Hold
0
– – – 148
2022
Q2 		– Hold
0
– – – 153
2022
Q1 		– Hold
0
– – – 148
2021
Q4 		– Hold
0
– – – 141
2021
Q3 		– Hold
0
– – – 128
2021
Q2 		– Hold
0
– – – 145
2021
Q1 		– Hold
0
– – – 156
2020
Q4 		– Hold
0
– – – 155
2020
Q3 		– Hold
0
– – – 127
2020
Q2 		– Hold
0
– – – 134
2020
Q1 		– Hold
0
– – – 108

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. 1,721 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.
  • 1,721 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.