SLF
FISV

Sun Life Financial’s Fiserv Inc FISV Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-5,072
Closed -$572K – 48
2023
Q1 		$572K Sell
5,072
-1,032
-17% -$114K 0.04% 46
2022
Q4 		$620K Sell
6,104
-473
-7% -$47.1K 0.05% 44
2022
Q3 		$615K Sell
6,577
-1,824
-22% -$186K 0.05% 43
2022
Q2 		$749K Sell
8,401
-576
-6% -$55.9K 0.06% 45
2022
Q1 		$908K Sell
8,977
-59
-0.7% -$5.97K 0.04% 50
2021
Q4 		$936K Buy
9,036
+807
+10% +$83.4K 0.03% 54
2021
Q3 		$892K Buy
8,229
+2,549
+45% +$285K 0.05% 44
2021
Q2 		$608K Buy
5,680
+2,565
+82% +$298K 0.03% 50
2021
Q1 		$370K Buy
3,115
+2,776
+819% +$319K 0.03% 80
2020
Q4 		$39K Buy
339
+4
+1% +$431 0.01% 185
2020
Q3 		$35K Sell
335
-4
-1% -$398 0.01% 186
2020
Q2 		$33K Buy
339
+7
+2% +$705 0.01% 171
2020
Q1 		$32K Sell
332
-5
-1% -$555 0.01% 159
2019
Q4 		$39K Sell
337
-134
-28% -$14.8K 0.01% 158
2019
Q3 		$49K Buy
471
+155
+49% +$15.8K 0.01% 288
2019
Q2 		$29K Sell
316
-350
-53% -$30.7K 0.01% 347
2019
Q1 		$59K Sell
666
-448
-40% -$37K 0.01% 335
2018
Q4 		$82K Sell
1,114
-1
-0.1% -$77 0.02% 317
2018
Q3 		$92K Buy
1,115
+5
+0.5% +$392 0.02% 345
2018
Q2 		$82K Buy
1,110
+975
+722% +$70.8K 0.01% 354
2018
Q1 		$1.89K Sell
135
-777
-85% -$54.6K 0.02% 223
2017
Q4 		$60K Sell
912
-2,178
-70% -$141K 0.01% 243
2017
Q3 		$199K Sell
3,090
-14
-0.5% -$870 0.02% 227
2017
Q2 		$190K Buy
3,104
+3,078
+11,838% +$186K 0.02% 236
2017
Q1 		$116 Buy
26
+2
+8% +$112 ﹤0.01% 372
2016
Q4 		$117 Buy
+24
New +$1.23K ﹤0.01% 328

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
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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Sun Life Financial's FISV Position: Q2 2023 in Review

Sun Life Financial sold out of Fiserv Inc (FISV) in Q2 2023, closing a stake of 5,072 shares — an estimated $572K sold.

Sun Life Financial first reported a position in FISV in Q4 2016 and held it in 26 quarters. The position peaked at $936K in Q4 2021. 1,476 funds tracked by Wall St. Rank hold FISV as of Q2 2023.

  • Sun Life Financial reported no remaining Fiserv Inc position as of Q2 2023 after selling out during the quarter.
  • Sun Life Financial sold 5,072 Fiserv Inc shares in Q2 2023, an estimated $572K.
  • Sun Life Financial first reported a position in Fiserv Inc in Q4 2016 and held it in 26 quarters.
  • Sun Life Financial's Fiserv Inc position peaked at $936K in Q4 2021.
  • 1,476 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.