SXL
FISV

Summit X LLC’s Fiserv Inc FISV Stock Holding History

Summit X 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
2023
Q3 		– Sell
-2,120
Closed -$267K – 220
2023
Q2 		$267K Buy
2,120
+94
+5% +$11.1K 0.06% 228
2023
Q1 		$229K Buy
+2,026
New +$223K 0.06% 237
2022
Q4 		– Sell
-2,221
Closed -$203K – 251
2022
Q3 		$203K Buy
+2,221
New +$226K 0.06% 233
2022
Q2 		– Sell
-1,982
Closed -$201K – 257
2022
Q1 		$201K Buy
1,982
+42
+2% +$4.25K 0.05% 243
2021
Q4 		$201K Buy
+1,940
New +$201K 0.05% 244
2020
Q4 		– Sell
-99
Closed -$206 – 310
2020
Q3 		$206 Buy
+99
New +$9.86K ﹤0.01% 425

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit X LLC's FISV Position: Q3 2023 in Review

Summit X LLC sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 2,120 shares — an estimated $267K sold.

Summit X LLC first reported a position in FISV in Q3 2020 and held it in 6 quarters. The position peaked at $267K in Q2 2023. 1,488 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • Summit X LLC reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 2,120 Fiserv Inc shares in Q3 2023, an estimated $267K.
  • Summit X LLC first reported a position in Fiserv Inc in Q3 2020 and held it in 6 quarters.
  • Summit X LLC's Fiserv Inc position peaked at $267K in Q2 2023.
  • 1,488 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.