SIMG
FISV

Stephens Investment Management Group’s Fiserv Inc FISV Stock Holding History

Stephens Investment Management 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
2020
Q4 		– Sell
-71,581
Closed -$7.38M – 178
2020
Q3 		$7.38M Sell
71,581
-1,935
-3% -$193K 0.13% 139
2020
Q2 		$7.18M Buy
73,516
+2,225
+3% +$224K 0.13% 135
2020
Q1 		$6.77M Sell
71,291
-3,438
-5% -$382K 0.16% 126
2019
Q4 		$8.64M Sell
74,729
-806
-1% -$89K 0.16% 130
2019
Q3 		$7.83M Buy
75,535
+11,471
+18% +$1.17M 0.16% 133
2019
Q2 		$5.84M Buy
64,064
+3,857
+6% +$338K 0.11% 147
2019
Q1 		$5.32M Buy
60,207
+2,285
+4% +$189K 0.11% 144
2018
Q4 		$4.26M Sell
57,922
-3,168
-5% -$245K 0.1% 150
2018
Q3 		$5.03M Buy
61,090
+5,126
+9% +$402K 0.09% 150
2018
Q2 		$4.14M Buy
55,964
+605
+1% +$43.9K 0.08% 149
2018
Q1 		$3.95M Buy
55,359
+12,767
+30% +$898K 0.09% 154
2017
Q4 		$2.79M Sell
42,592
-106
-0.2% -$6.84K 0.06% 166
2017
Q3 		$2.75M Sell
42,698
-2,412
-5% -$150K 0.06% 157
2017
Q2 		$2.76M Buy
45,110
+76
+0.2% +$4.6K 0.07% 158
2017
Q1 		$2.6M Buy
45,034
+1,282
+3% +$72K 0.06% 159
2016
Q4 		$2.33M Buy
+43,752
New +$2.25M 0.07% 153

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Stephens Investment Management Group's FISV Position: Q4 2020 in Review

Stephens Investment Management Group sold out of Fiserv Inc (FISV) in Q4 2020, closing a stake of 71,581 shares — an estimated $7.38M sold.

Stephens Investment Management Group first reported a position in FISV in Q4 2016 and held it in 16 quarters. The position peaked at $8.64M in Q4 2019. 1,297 funds tracked by Wall St. Rank hold FISV as of Q4 2020.

  • Stephens Investment Management Group reported no remaining Fiserv Inc position as of Q4 2020 after selling out during the quarter.
  • Stephens Investment Management Group sold 71,581 Fiserv Inc shares in Q4 2020, an estimated $7.38M.
  • Stephens Investment Management Group first reported a position in Fiserv Inc in Q4 2016 and held it in 16 quarters.
  • Stephens Investment Management Group's Fiserv Inc position peaked at $8.64M in Q4 2019.
  • 1,297 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2020.

Based on Stephens Investment Management Group's 13F filing for Q4 2020, filed 10 Feb 2021.