SFO
FISV

Standard Family Office’s Fiserv Inc FISV Stock Holding History

Standard Family Office’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
Q4 		– Sell
-743
Closed -$70K – 164
2022
Q3 		$70K Buy
+743
New +$75.7K 0.03% 97
2021
Q4 		– Sell
-875
Closed -$95K – 222
2021
Q3 		$95K Sell
875
-3,171
-78% -$354K 0.03% 23
2021
Q2 		$432K Buy
4,046
+875
+28% +$102K 0.09% 95
2021
Q1 		$377K Buy
3,171
+91
+3% +$10.4K 0.09% 82
2020
Q4 		$351K Buy
+3,080
New +$332K 0.08% 87

Other funds holding FISV

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Standard Family Office's FISV Position: Q4 2022 in Review

Standard Family Office sold out of Fiserv Inc (FISV) in Q4 2022, closing a stake of 743 shares — an estimated $70K sold.

Standard Family Office first reported a position in FISV in Q4 2020 and held it in 5 quarters. The position peaked at $432K in Q2 2021. 1,433 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

  • Standard Family Office reported no remaining Fiserv Inc position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 743 Fiserv Inc shares in Q4 2022, an estimated $70K.
  • Standard Family Office first reported a position in Fiserv Inc in Q4 2020 and held it in 5 quarters.
  • Standard Family Office's Fiserv Inc position peaked at $432K in Q2 2021.
  • 1,433 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.