SI
FISV

Symmetry Investments’s Fiserv Inc FISV Stock Holding History

Symmetry Investments’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
-13,156
Closed -$1.96M – 154
2024
Q2 		$1.96M Buy
+13,156
New +$1.99M 0.22% 87
2024
Q1 		– Sell
-3,472
Closed -$461K – 209
2023
Q4 		$461K Buy
3,472
+688
+25% +$84.4K 0.03% 162
2023
Q3 		$314K Buy
+2,784
New +$343K 0.06% 131

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Symmetry Investments's FISV Position: Q3 2024 in Review

Symmetry Investments sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 13,156 shares — an estimated $1.96M sold.

Symmetry Investments first reported a position in FISV in Q3 2023 and held it in 3 quarters. The position peaked at $1.96M in Q2 2024. 1,724 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Symmetry Investments reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
  • Symmetry Investments sold 13,156 Fiserv Inc shares in Q3 2024, an estimated $1.96M.
  • Symmetry Investments first reported a position in Fiserv Inc in Q3 2023 and held it in 3 quarters.
  • Symmetry Investments's Fiserv Inc position peaked at $1.96M in Q2 2024.
  • 1,724 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Symmetry Investments's 13F filing for Q3 2024, filed 14 Nov 2024.