Welch Group’s Fiserv Inc FISV Stock Holding History

Welch Group’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 Q2	–	Sell	-1,728	Closed	-$206K	–	194
2021 Q1	$206K	Sell	1,728 -272	-14%	-$31.2K	0.01%	179
2020 Q4	$228K	Hold	2,000	–	–	0.02%	134
2020 Q3	$206K	Buy	+2,000	New	+$199K	0.02%	133
2020 Q2	–	Sell	-2,022	Closed	-$192K	–	141
2020 Q1	$192K	Buy	2,022 +22	+1%	+$2.44K	0.02%	120
2019 Q4	$231K	Hold	2,000	–	–	0.02%	110
2019 Q3	$207K	Hold	2,000	–	–	0.02%	109
2019 Q2	$182K	Hold	2,000	–	–	0.02%	111
2019 Q1	$177K	Hold	2,000	–	–	0.02%	120
2018 Q4	$147K	Hold	2,000	–	–	0.02%	123
2018 Q3	$165	Hold	2,000	–	–	0.02%	126
2018 Q2	$148K	Hold	2,000	–	–	0.02%	119
2018 Q1	$143K	Hold	2,000	–	–	0.02%	119
2017 Q4	$131K	Hold	2,000	–	–	0.02%	124
2017 Q3	$129K	Hold	2,000	–	–	0.02%	121
2017 Q2	$122K	Hold	2,000	–	–	0.02%	147
2017 Q1	$115K	Hold	2,000	–	–	0.02%	121
2016 Q4	$106K	Buy	+2,000	New	+$103K	0.02%	133
2016 Q3	–	Sell	-2,000	Closed	-$109K	–	141
2016 Q2	$109K	Hold	2,000	–	–	0.02%	120
2016 Q1	$103K	Buy	+2,000	New	+$94.8K	0.02%	146

Other funds holding FISV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Welch Group's FISV Position: Q2 2021 in Review

Welch Group sold out of Fiserv Inc (FISV) in Q2 2021, closing a stake of 1,728 shares — an estimated $206K sold.

Welch Group first reported a position in FISV in Q1 2016 and held it in 19 quarters. The position peaked at $231K in Q4 2019. 1,340 funds tracked by Wall St. Rank hold FISV as of Q2 2021.

Welch Group reported no remaining Fiserv Inc position as of Q2 2021 after selling out during the quarter.
Welch Group sold 1,728 Fiserv Inc shares in Q2 2021, an estimated $206K.
Welch Group first reported a position in Fiserv Inc in Q1 2016 and held it in 19 quarters.
Welch Group's Fiserv Inc position peaked at $231K in Q4 2019.
1,340 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2021.

Based on Welch Group's 13F filing for Q2 2021, filed 21 Jul 2021.