TC
FISV

Telemus Capital’s Fiserv Inc FISV Stock Holding History

Telemus Capital’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
2022
Q2 		– Sell
-2,210
Closed -$224K – 357
2022
Q1 		$224K Sell
2,210
-4,116
-65% -$417K 0.02% 319
2021
Q4 		$657K Sell
6,326
-22,020
-78% -$2.28M 0.05% 220
2021
Q3 		$3.08M Buy
+28,346
New +$3.17M 0.26% 91
2021
Q2 		– Sell
-1,819
Closed -$224K – 362
2021
Q1 		$224K Buy
+1,819
New +$209K 0.02% 358
2018
Q1 		– Sell
-518
Closed -$34K – 452
2017
Q4 		$34K Buy
+518
New +$33.5K ﹤0.01% 438

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
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Telemus Capital's FISV Position: Q2 2022 in Review

Telemus Capital sold out of Fiserv Inc (FISV) in Q2 2022, closing a stake of 2,210 shares — an estimated $224K sold.

Telemus Capital first reported a position in FISV in Q4 2017 and held it in 5 quarters. The position peaked at $3.08M in Q3 2021. 1,327 funds tracked by Wall St. Rank hold FISV as of Q2 2022.

  • Telemus Capital reported no remaining Fiserv Inc position as of Q2 2022 after selling out during the quarter.
  • Telemus Capital sold 2,210 Fiserv Inc shares in Q2 2022, an estimated $224K.
  • Telemus Capital first reported a position in Fiserv Inc in Q4 2017 and held it in 5 quarters.
  • Telemus Capital's Fiserv Inc position peaked at $3.08M in Q3 2021.
  • 1,327 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2022.

Based on Telemus Capital's 13F filing for Q2 2022, filed 3 Aug 2022.