WP
FISV

Waycross Partners’s Fiserv Inc FISV Stock Holding History

Waycross Partners’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
Q3 		– Sell
-3,200
Closed -$404K – 98
2023
Q2 		$404K Hold
3,200
– – 0.09% 85
2023
Q1 		$362K Sell
3,200
-12,100
-79% -$1.33M 0.11% 79
2022
Q4 		$1.55M Buy
15,300
+500
+3% +$49.8K 0.56% 42
2022
Q3 		$1.39M Buy
14,800
+2,300
+18% +$234K 0.93% 38
2022
Q2 		$1.11M Buy
12,500
+8,700
+229% +$844K 0.74% 48
2022
Q1 		$385K Buy
+3,800
New +$385K 0.22% 76
2021
Q3 		– Sell
-6,500
Closed -$695K – 91
2021
Q2 		$695K Hold
6,500
– – 0.37% 61
2021
Q1 		$774K Buy
+6,500
New +$746K 0.43% 62

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waycross Partners's FISV Position: Q3 2023 in Review

Waycross Partners sold out of Fiserv Inc (FISV) in Q3 2023, closing a stake of 3,200 shares — an estimated $404K sold.

Waycross Partners first reported a position in FISV in Q1 2021 and held it in 8 quarters. The position peaked at $1.55M in Q4 2022. 1,488 funds tracked by Wall St. Rank hold FISV as of Q3 2023.

  • Waycross Partners reported no remaining Fiserv Inc position as of Q3 2023 after selling out during the quarter.
  • Waycross Partners sold 3,200 Fiserv Inc shares in Q3 2023, an estimated $404K.
  • Waycross Partners first reported a position in Fiserv Inc in Q1 2021 and held it in 8 quarters.
  • Waycross Partners's Fiserv Inc position peaked at $1.55M in Q4 2022.
  • 1,488 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2023.

Based on Waycross Partners's 13F filing for Q3 2023, filed 13 Nov 2023.