WCM
FISV

Weld Capital Management’s Fiserv Inc FISV Stock Holding History

Weld Capital Management’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
-6,073
Closed -$649K – 74
2021
Q2 		$649K Sell
6,073
-2,732
-31% -$318K 0.66% 36
2021
Q1 		$1.05M Buy
+8,805
New +$1.01M 0.44% 66
2020
Q1 		– Sell
-11,156
Closed -$1.29M – 522
2019
Q4 		$1.29M Buy
+11,156
New +$1.23M 0.25% 131

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Weld Capital Management's FISV Position: Q3 2021 in Review

Weld Capital Management sold out of Fiserv Inc (FISV) in Q3 2021, closing a stake of 6,073 shares — an estimated $649K sold.

Weld Capital Management first reported a position in FISV in Q4 2019 and held it in 3 quarters. The position peaked at $1.29M in Q4 2019. 1,324 funds tracked by Wall St. Rank hold FISV as of Q3 2021.

  • Weld Capital Management reported no remaining Fiserv Inc position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 6,073 Fiserv Inc shares in Q3 2021, an estimated $649K.
  • Weld Capital Management first reported a position in Fiserv Inc in Q4 2019 and held it in 3 quarters.
  • Weld Capital Management's Fiserv Inc position peaked at $1.29M in Q4 2019.
  • 1,324 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.