Wellington Management Group’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.1M | Sell |
47,008
-518,193
| -92% | -$89.3M | ﹤0.01% | 1263 |
|
|
2025
Q1 | $125M | Buy |
565,201
+521,894
| +1,205% | +$115M | 0.02% | 460 |
|
|
2024
Q4 | $8.9M | Sell |
43,307
-7,079
| -14% | -$1.45M | ﹤0.01% | 1221 |
|
|
2024
Q3 | $9.05M | Buy |
50,386
+22,410
| +80% | +$4.03M | ﹤0.01% | 1199 |
|
|
2024
Q2 | $4.17M | Buy |
27,976
+10,409
| +59% | +$1.55M | ﹤0.01% | 1356 |
|
|
2024
Q1 | $2.81M | Sell |
17,567
-7,215
| -29% | -$1.15M | ﹤0.01% | 1452 |
|
|
2023
Q4 | $3.29M | Buy |
24,782
+4,261
| +21% | +$566K | ﹤0.01% | 1396 |
|
|
2023
Q3 | $2.32M | Sell |
20,521
-584
| -3% | -$66K | ﹤0.01% | 1445 |
|
|
2023
Q2 | $2.66M | Buy |
21,105
+16,703
| +379% | +$2.11M | ﹤0.01% | 1423 |
|
|
2023
Q1 | $498K | Sell |
4,402
-2,947
| -40% | -$333K | ﹤0.01% | 1837 |
|
|
2022
Q4 | $743K | Sell |
7,349
-60,969
| -89% | -$6.16M | ﹤0.01% | 1720 |
|
|
2022
Q3 | $6.39M | Sell |
68,318
-12,314
| -15% | -$1.15M | ﹤0.01% | 1219 |
|
|
2022
Q2 | $7.17M | Sell |
80,632
-40,837
| -34% | -$3.63M | ﹤0.01% | 1201 |
|
|
2022
Q1 | $12.3M | Sell |
121,469
-3,671
| -3% | -$372K | ﹤0.01% | 1149 |
|
|
2021
Q4 | $13M | Sell |
125,140
-10,571
| -8% | -$1.1M | ﹤0.01% | 1187 |
|
|
2021
Q3 | $14.7M | Sell |
135,711
-10,112
| -7% | -$1.1M | ﹤0.01% | 1160 |
|
|
2021
Q2 | $15.6M | Buy |
145,823
+52,566
| +56% | +$5.62M | ﹤0.01% | 1156 |
|
|
2021
Q1 | $11.1M | Buy |
93,257
+62,150
| +200% | +$7.4M | ﹤0.01% | 1213 |
|
|
2020
Q4 | $3.54M | Buy |
31,107
+17,421
| +127% | +$1.98M | ﹤0.01% | 1379 |
|
|
2020
Q3 | $1.41M | Sell |
13,686
-12,678
| -48% | -$1.31M | ﹤0.01% | 1477 |
|
|
2020
Q2 | $2.57M | Buy |
26,364
+12,949
| +97% | +$1.26M | ﹤0.01% | 1315 |
|
|
2020
Q1 | $1.28M | Sell |
13,415
-1,676,125
| -99% | -$159M | ﹤0.01% | 1463 |
|
|
2019
Q4 | $195M | Buy |
1,689,540
+78,436
| +5% | +$9.07M | 0.04% | 409 |
|
|
2019
Q3 | $167M | Buy |
+1,611,104
| New | +$167M | 0.04% | 426 |
|
|
2019
Q1 | – | Sell |
-147,728
| Closed | -$10.9M | – | 2062 |
|
|
2018
Q4 | $10.9M | Sell |
147,728
-932,102
| -86% | -$68.5M | ﹤0.01% | 1161 |
|
|
2018
Q3 | $89M | Buy |
1,079,830
+116,541
| +12% | +$9.6M | 0.02% | 615 |
|
|
2018
Q2 | $71.4M | Buy |
963,289
+183,589
| +24% | +$13.6M | 0.02% | 684 |
|
|
2018
Q1 | $55.6M | Buy |
779,700
+71,182
| +10% | +$5.08M | 0.01% | 743 |
|
|
2017
Q4 | $46.5M | Sell |
708,518
-284,670
| -29% | -$18.7M | 0.01% | 789 |
|
|
2017
Q3 | $64M | Sell |
993,188
-211,974
| -18% | -$13.7M | 0.01% | 680 |
|
|
2017
Q2 | $73.7M | Sell |
1,205,162
-613,712
| -34% | -$37.5M | 0.02% | 611 |
|
|
2017
Q1 | $105M | Sell |
1,818,874
-417,754
| -19% | -$24.1M | 0.03% | 492 |
|
|
2016
Q4 | $119M | Sell |
2,236,628
-1,012,612
| -31% | -$53.8M | 0.03% | 441 |
|
|
2016
Q3 | $162M | Sell |
3,249,240
-909,952
| -22% | -$45.3M | 0.04% | 365 |
|
|
2016
Q2 | $226M | Sell |
4,159,192
-330,156
| -7% | -$17.9M | 0.06% | 285 |
|
|
2016
Q1 | $230M | Buy |
4,489,348
+253,984
| +6% | +$13M | 0.06% | 285 |
|
|
2015
Q4 | $194M | Buy |
4,235,364
+317,430
| +8% | +$14.5M | 0.05% | 323 |
|
|
2015
Q3 | $170M | Sell |
3,917,934
-132,752
| -3% | -$5.75M | 0.05% | 328 |
|
|
2015
Q2 | $168M | Sell |
4,050,686
-482,996
| -11% | -$20M | 0.04% | 357 |
|
|
2015
Q1 | $180M | Buy |
4,533,682
+34,816
| +0.8% | +$1.38M | 0.05% | 360 |
|
|
2014
Q4 | $160M | Buy |
4,498,866
+1,064,290
| +31% | +$37.8M | 0.04% | 382 |
|
|
2014
Q3 | $111M | Buy |
3,434,576
+39,690
| +1% | +$1.28M | 0.03% | 472 |
|
|
2014
Q2 | $102M | Buy |
3,394,886
+229,366
| +7% | +$6.92M | 0.03% | 515 |
|
|
2014
Q1 | $89.7M | Buy |
3,165,520
+220,828
| +7% | +$6.26M | 0.02% | 551 |
|
|
2013
Q4 | $86.9M | Buy |
2,944,692
+90,236
| +3% | +$2.66M | 0.03% | 570 |
|
|
2013
Q3 | $72.1M | Sell |
2,854,456
-113,340
| -4% | -$2.86M | 0.02% | 598 |
|
|
2013
Q2 | $64.9M | Buy |
+2,967,796
| New | +$64.9M | 0.02% | 607 |
|