SMFS
FISV

Squar Milner Financial Services’s Fiserv Inc FISV Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-801
Closed -$76K – 383
2020
Q1 		$76K Sell
801
-50
-6% -$5.55K 0.05% 320
2019
Q4 		$98K Buy
+851
New +$94K 0.05% 328

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

Squar Milner Financial Services's FISV Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Fiserv Inc (FISV) in Q2 2020, closing a stake of 801 shares — an estimated $76K sold.

Squar Milner Financial Services first reported a position in FISV in Q4 2019 and held it in 2 quarters. The position peaked at $98K in Q4 2019. 1,217 funds tracked by Wall St. Rank hold FISV as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Fiserv Inc position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 801 Fiserv Inc shares in Q2 2020, an estimated $76K.
  • Squar Milner Financial Services first reported a position in Fiserv Inc in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Fiserv Inc position peaked at $98K in Q4 2019.
  • 1,217 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.