Three Peaks Capital Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-25,430
| Closed | -$2.9M | – | 133 |
|
2020
Q4 | $2.9M | Sell |
25,430
-7,572
| -23% | -$862K | 0.93% | 47 |
|
2020
Q3 | $3.4M | Sell |
33,002
-2,849
| -8% | -$294K | 1.2% | 33 |
|
2020
Q2 | $3.5M | Sell |
35,851
-10,672
| -23% | -$1.04M | 1.29% | 28 |
|
2020
Q1 | $4.42M | Sell |
46,523
-2,357
| -5% | -$224K | 1.77% | 11 |
|
2019
Q4 | $5.65M | Buy |
48,880
+1,467
| +3% | +$170K | 1.49% | 17 |
|
2019
Q3 | $4.91M | Buy |
+47,413
| New | +$4.91M | 1.41% | 22 |
|
2019
Q1 | – | Sell |
-47,849
| Closed | -$3.52M | – | 100 |
|
2018
Q4 | $3.52M | Buy |
47,849
+9,786
| +26% | +$719K | 1.1% | 21 |
|
2018
Q3 | $3.14M | Sell |
38,063
-4,787
| -11% | -$394K | 0.64% | 67 |
|
2018
Q2 | $3.18M | Buy |
+42,850
| New | +$3.18M | 0.64% | 78 |
|