Symmetry Partners’s Fiserv Inc FISV Stock Holding History

Symmetry Partners’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	-4,188	Closed	-$624K	–	248
2024 Q2	$624K	Buy	4,188 +801	+24%	+$121K	0.03%	236
2024 Q1	$541K	Hold	3,387	–	–	0.04%	284
2023 Q4	$452K	Sell	3,387 -258	-7%	-$31.7K	0.02%	306
2023 Q3	$412K	Sell	3,645 -1,000	-22%	-$123K	0.02%	360
2023 Q2	$586K	Hold	4,645	–	–	0.03%	293
2023 Q1	$525K	Hold	4,645	–	–	0.03%	309
2022 Q4	$469K	Hold	4,645	–	–	0.03%	349
2022 Q3	$435K	Buy	4,645 +796	+21%	+$81.1K	0.03%	342
2022 Q2	$342K	Hold	3,849	–	–	0.02%	424
2022 Q1	$390K	Hold	3,849	–	–	0.02%	441
2021 Q4	$399K	Sell	3,849 -365	-9%	-$37.7K	0.03%	462
2021 Q3	$455K	Hold	4,214	–	–	0.03%	439
2021 Q2	$450K	Buy	4,214 +365	+9%	+$42.4K	0.03%	465
2021 Q1	$458K	Sell	3,849 -1,478	-28%	-$170K	0.03%	431
2020 Q4	$607K	Buy	5,327 +1,106	+26%	+$119K	0.05%	312
2020 Q3	$435K	Buy	+4,221	New	+$420K	0.04%	375

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

Symmetry Partners's FISV Position: Q3 2024 in Review

Symmetry Partners sold out of Fiserv Inc (FISV) in Q3 2024, closing a stake of 4,188 shares — an estimated $624K sold.

Symmetry Partners first reported a position in FISV in Q3 2020 and held it in 16 quarters. The position peaked at $624K in Q2 2024. 1,722 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

Symmetry Partners reported no remaining Fiserv Inc position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 4,188 Fiserv Inc shares in Q3 2024, an estimated $624K.
Symmetry Partners first reported a position in Fiserv Inc in Q3 2020 and held it in 16 quarters.
Symmetry Partners's Fiserv Inc position peaked at $624K in Q2 2024.
1,722 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.