SFM
FISV

Stack Financial Management’s Fiserv Inc FISV Stock Holding History

Stack Financial Management’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
2022
Q1 		– Sell
-146,647
Closed -$15.2M – 48
2021
Q4 		$15.2M Sell
146,647
-5,237
-3% -$542K 1.31% 36
2021
Q3 		$16.5M Buy
151,884
+968
+0.6% +$108K 1.57% 28
2021
Q2 		$16.1M Buy
150,916
+2,441
+2% +$284K 1.39% 37
2021
Q1 		$17.7M Buy
+148,475
New +$17M 1.49% 30

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Stack Financial Management's FISV Position: Q1 2022 in Review

Stack Financial Management sold out of Fiserv Inc (FISV) in Q1 2022, closing a stake of 146,647 shares — an estimated $15.2M sold.

Stack Financial Management first reported a position in FISV in Q1 2021 and held it in 4 quarters. The position peaked at $17.7M in Q1 2021. 1,342 funds tracked by Wall St. Rank hold FISV as of Q1 2022.

  • Stack Financial Management reported no remaining Fiserv Inc position as of Q1 2022 after selling out during the quarter.
  • Stack Financial Management sold 146,647 Fiserv Inc shares in Q1 2022, an estimated $15.2M.
  • Stack Financial Management first reported a position in Fiserv Inc in Q1 2021 and held it in 4 quarters.
  • Stack Financial Management's Fiserv Inc position peaked at $17.7M in Q1 2021.
  • 1,342 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2022.

Based on Stack Financial Management's 13F filing for Q1 2022, filed 3 May 2022.