Stevard LLC’s Fiserv Inc FISV Stock Holding History

Stevard LLC’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 Q3	–	Sell	-7,600	Closed	-$1.13M	–	33
2024 Q2	$1.13M	Hold	7,600	–	–	0.98%	17
2024 Q1	$1.21M	Hold	7,600	–	–	1.1%	18
2023 Q4	$1.01M	Hold	7,600	–	–	1%	16
2023 Q3	$858K	Hold	7,600	–	–	0.87%	15
2023 Q2	$959K	Hold	7,600	–	–	0.91%	16
2023 Q1	$859K	Hold	7,600	–	–	0.81%	16
2022 Q4	$768K	Hold	7,600	–	–	0.66%	18
2022 Q3	$711K	Buy	+7,600	New	+$774K	0.67%	17
2022 Q1	$771K	Hold	7,600	–	–	0.59%	24
2021 Q4	$789K	Hold	7,600	–	–	0.56%	25
2021 Q3	$825K	Hold	7,600	–	–	0.65%	27
2021 Q2	$812K	Hold	7,600	–	–	0.63%	28
2021 Q1	$905K	Hold	7,600	–	–	0.74%	23
2020 Q4	$865K	Hold	7,600	–	–	0.29%	36
2020 Q3	$783K	Hold	7,600	–	–	0.33%	44
2020 Q2	$742K	Hold	7,600	–	–	0.38%	39
2020 Q1	$722K	Hold	7,600	–	–	0.47%	25
2019 Q4	$879K	Buy	+7,600	New	+$839K	0.55%	22

Other funds holding FISV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stevard LLC's FISV Position: Q3 2024 in Review

Stevard LLC sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 7,600 shares — an estimated $1.13M sold.

Stevard LLC first reported a position in FISV in Q4 2019 and held it in 18 quarters. The position peaked at $1.21M in Q1 2024. 1,721 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

Stevard LLC reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
Stevard LLC sold 7,600 Fiserv Inc shares in Q3 2024, an estimated $1.13M.
Stevard LLC first reported a position in Fiserv Inc in Q4 2019 and held it in 18 quarters.
Stevard LLC's Fiserv Inc position peaked at $1.21M in Q1 2024.
1,721 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Stevard LLC's 13F filing for Q3 2024, filed 14 Nov 2024.