VA
FISV

Verdad Advisers’s Fiserv Inc FISV Stock Holding History

Verdad Advisers’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 		$376K Sell
2,091
-477
-19% -$78.7K 0.5% 76
2024
Q2 		$383K Sell
2,568
-3,044
-54% -$461K 0.44% 97
2024
Q1 		$897K Buy
+5,612
New +$817K 0.98% 30

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Verdad Advisers's FISV Position: Q3 2024 in Review

Verdad Advisers reduced its Fiserv Inc (FISV) stake by 19% in Q3 2024, selling an estimated $78.7K and leaving 2,091 shares worth $376K. The position accounts for 0.5% of the portfolio, ranked #76.

Verdad Advisers first reported a position in FISV in Q1 2024 and has held it in 3 quarters since. The position peaked at $897K in Q1 2024. 1,722 funds tracked by Wall St. Rank hold FISV as of Q3 2024.

  • Verdad Advisers held 2,091 shares of Fiserv Inc worth $376K as of Q3 2024.
  • Verdad Advisers sold 477 Fiserv Inc shares in Q3 2024, an estimated $78.7K.
  • Fiserv Inc made up 0.5% of Verdad Advisers's portfolio in Q3 2024, its #76 holding.
  • Verdad Advisers first reported a position in Fiserv Inc in Q1 2024 and has held it in 3 quarters since.
  • Verdad Advisers's Fiserv Inc position peaked at $897K in Q1 2024.
  • 1,722 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2024.

Based on Verdad Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.