SAG
FISV

Spotlight Asset Group’s Fiserv Inc FISV Stock Holding History

Spotlight Asset Group’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
Q2 		$6.56K Hold
44
– – ﹤0.01% 202
2024
Q1 		$7.03K Buy
+44
New +$6.41K 0.01% 205

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spotlight Asset Group's FISV Position: Q2 2024 in Review

Spotlight Asset Group held its Fiserv Inc (FISV) position steady in Q2 2024 at 44 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Spotlight Asset Group first reported a position in FISV in Q1 2024 and has held it in 2 quarters since. The position peaked at $7.03K in Q1 2024. 1,664 funds tracked by Wall St. Rank hold FISV as of Q2 2024.

  • Spotlight Asset Group held 44 shares of Fiserv Inc worth $6.56K as of Q2 2024.
  • Spotlight Asset Group left its Fiserv Inc share count unchanged in Q2 2024.
  • Fiserv Inc made up ﹤0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #202 holding.
  • Spotlight Asset Group first reported a position in Fiserv Inc in Q1 2024 and has held it in 2 quarters since.
  • Spotlight Asset Group's Fiserv Inc position peaked at $7.03K in Q1 2024.
  • 1,664 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.