TI
FISV

tru Independence’s Fiserv Inc FISV Stock Holding History

tru Independence’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
2021
Q3 		– Sell
-408
Closed -$43K – 244
2021
Q2 		$43K Sell
408
-7,429
-95% -$864K 0.01% 224
2021
Q1 		$933K Sell
7,837
-243
-3% -$27.9K 0.18% 121
2020
Q4 		$41.9K Buy
8,080
+475
+6% +$51.2K 0.08% 101
2020
Q3 		$784K Sell
7,605
-2
-0% -$199 0.22% 90
2020
Q2 		$743 Buy
7,607
+118
+2% +$11.9K 0.11% 142
2020
Q1 		$712 Hold
7,489
– – 0.12% 116
2019
Q4 		$712K Buy
+7,489
New +$827K 0.1% 132

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

tru Independence's FISV Position: Q3 2021 in Review

tru Independence sold out of Fiserv Inc (FISV) in Q3 2021, closing a stake of 408 shares — an estimated $43K sold.

tru Independence first reported a position in FISV in Q4 2019 and held it in 7 quarters. The position peaked at $933K in Q1 2021. 1,323 funds tracked by Wall St. Rank hold FISV as of Q3 2021.

  • tru Independence reported no remaining Fiserv Inc position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 408 Fiserv Inc shares in Q3 2021, an estimated $43K.
  • tru Independence first reported a position in Fiserv Inc in Q4 2019 and held it in 7 quarters.
  • tru Independence's Fiserv Inc position peaked at $933K in Q1 2021.
  • 1,323 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.