SWM
FISV

Sugarloaf Wealth Management’s Fiserv Inc FISV Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$423K Buy
2,062
+41
+2% +$8.37K 0.08% 106
2024
Q3 		$363K Buy
2,021
+100
+5% +$16.5K 0.07% 112
2024
Q2 		$286K Hold
1,921
– – 0.06% 117
2024
Q1 		$307K Buy
1,921
+138
+8% +$20.1K 0.06% 112
2023
Q4 		$237K Buy
1,783
+129
+8% +$15.8K 0.06% 123
2023
Q3 		$187K Buy
1,654
+329
+25% +$40.5K 0.05% 135
2023
Q2 		$167K Buy
1,325
+410
+45% +$48.3K 0.04% 158
2023
Q1 		$103K Buy
+915
New +$101K 0.03% 197

Other funds holding FISV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sugarloaf Wealth Management's FISV Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Fiserv Inc (FISV) stake by 2% in Q4 2024, buying an estimated $8.37K and bringing the position to 2,062 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #106.

Sugarloaf Wealth Management first reported a position in FISV in Q1 2023 and has held it in 8 quarters since. 1,897 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Sugarloaf Wealth Management held 2,062 shares of Fiserv Inc worth $423K as of Q4 2024.
  • Sugarloaf Wealth Management bought 41 Fiserv Inc shares in Q4 2024, an estimated $8.37K.
  • Fiserv Inc made up 0.08% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #106 holding.
  • Sugarloaf Wealth Management first reported a position in Fiserv Inc in Q1 2023 and has held it in 8 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.