TAS
FISV

TIFF Advisory Services’s Fiserv Inc FISV Stock Holding History

TIFF Advisory Services’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
Q4 		– Sell
-40,986
Closed -$4.63M – 26
2023
Q3 		$4.63M Sell
40,986
-13,103
-24% -$1.61M 3.83% 12
2023
Q2 		$6.82M Sell
54,089
-36,619
-40% -$4.31M 1.62% 13
2023
Q1 		$10.3M Sell
90,708
-56,378
-38% -$6.2M 4.31% 10
2022
Q4 		$14.9M Buy
147,086
+4,666
+3% +$465K 6.03% 4
2022
Q3 		$13.3M Sell
142,420
-7,551
-5% -$769K 5.52% 5
2022
Q2 		$13.3M Sell
149,971
-15,975
-10% -$1.55M 4.8% 6
2022
Q1 		$16.8M Sell
165,946
-13,259
-7% -$1.34M 6.01% 4
2021
Q4 		$18.6M Hold
179,205
– – 6.46% 2
2021
Q3 		$19.4M Buy
179,205
+11,487
+7% +$1.28M 6.16% 3
2021
Q2 		$17.9M Buy
167,718
+8,331
+5% +$969K 5.11% 9
2021
Q1 		$19M Buy
159,387
+33,367
+26% +$3.83M 5.77% 5
2020
Q4 		$14.3M Buy
+126,020
New +$13.6M 4.71% 12

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

TIFF Advisory Services's FISV Position: Q4 2023 in Review

TIFF Advisory Services sold out of Fiserv Inc (FISV) in Q4 2023, closing a stake of 40,986 shares — an estimated $4.63M sold.

TIFF Advisory Services first reported a position in FISV in Q4 2020 and held it in 12 quarters. The position peaked at $19.4M in Q3 2021. 1,588 funds tracked by Wall St. Rank hold FISV as of Q4 2023.

  • TIFF Advisory Services reported no remaining Fiserv Inc position as of Q4 2023 after selling out during the quarter.
  • TIFF Advisory Services sold 40,986 Fiserv Inc shares in Q4 2023, an estimated $4.63M.
  • TIFF Advisory Services first reported a position in Fiserv Inc in Q4 2020 and held it in 12 quarters.
  • TIFF Advisory Services's Fiserv Inc position peaked at $19.4M in Q3 2021.
  • 1,588 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2023.

Based on TIFF Advisory Services's 13F filing for Q4 2023, filed 9 Feb 2024.