WMC
FISV

Westwood Management Corporation’s Fiserv Inc FISV Stock Holding History

Westwood Management Corporation’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
2020
Q4 		– Sell
-5,472
Closed -$564K – 82
2020
Q3 		$564K Sell
5,472
-259,350
-98% -$25.8M 0.05% 40
2020
Q2 		$25.9M Sell
264,822
-14,900
-5% -$1.5M 2.66% 15
2020
Q1 		$26.6M Sell
279,722
-16,400
-6% -$1.82M 3.6% 11
2019
Q4 		$34.2M Sell
296,122
-2,700
-0.9% -$298K 4.07% 10
2019
Q3 		$31M Sell
298,822
-2,500
-0.8% -$255K 4.1% 10
2019
Q2 		$27.5M Buy
301,322
+112,870
+60% +$9.89M 3.52% 11
2019
Q1 		$16.6M Sell
188,452
-10,828
-5% -$893K 2.26% 14
2018
Q4 		$14.6M Hold
199,280
– – 2.32% 15
2018
Q3 		$16.4M Sell
199,280
-46,800
-19% -$3.67M 2.02% 15
2018
Q2 		$18.2M Sell
246,080
-29,800
-11% -$2.16M 2.43% 16
2018
Q1 		$19.7M Buy
275,880
+400
+0.1% +$28.1K 2.83% 15
2017
Q4 		$18.1M Buy
275,480
+3,600
+1% +$232K 2.52% 17
2017
Q3 		$17.5M Buy
271,880
+400
+0.1% +$24.9K 2.62% 17
2017
Q2 		$16.6M Sell
271,480
-1,200
-0.4% -$72.6K 2.6% 17
2017
Q1 		$15.7M Buy
272,680
+1,000
+0.4% +$56.1K 2.66% 17
2016
Q4 		$14.4M Sell
271,680
-55,800
-17% -$2.87M 2.77% 16
2016
Q3 		$16.3M Sell
327,480
-214,000
-40% -$11.2M 2.9% 16
2016
Q2 		$29.4M Buy
541,480
+206,600
+62% +$10.6M 5.6% 6
2016
Q1 		$17.2M Sell
334,880
-1,600
-0.5% -$75.9K 3.25% 14
2015
Q4 		$15.4M Buy
336,480
+19,600
+6% +$920K 2.89% 18
2015
Q3 		$13.7M Hold
316,880
– – 2.58% 17
2015
Q2 		$13.1M Hold
316,880
– – 2.24% 18
2015
Q1 		$12.6M Buy
316,880
+12,400
+4% +$473K 2.09% 18
2014
Q4 		$10.8M Hold
304,480
– – 1.86% 19
2014
Q3 		$9.84M Sell
304,480
-26,120
-8% -$826K 1.75% 19
2014
Q2 		$9.97M Sell
330,600
-16,600
-5% -$492K 1.65% 19
2014
Q1 		$9.84M Hold
347,200
– – 1.68% 18
2013
Q4 		$10.3M Hold
347,200
– – 1.72% 18
2013
Q3 		$8.77M Hold
347,200
– – 1.67% 20
2013
Q2 		$7.59M Buy
+347,200
New +$7.61M 1.63% 20

Other funds holding FISV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Westwood Management Corporation's FISV Position: Q4 2020 in Review

Westwood Management Corporation sold out of Fiserv Inc (FISV) in Q4 2020, closing a stake of 5,472 shares — an estimated $564K sold.

Westwood Management Corporation first reported a position in FISV in Q2 2013 and held it in 30 quarters. The position peaked at $34.2M in Q4 2019. 1,297 funds tracked by Wall St. Rank hold FISV as of Q4 2020.

  • Westwood Management Corporation reported no remaining Fiserv Inc position as of Q4 2020 after selling out during the quarter.
  • Westwood Management Corporation sold 5,472 Fiserv Inc shares in Q4 2020, an estimated $564K.
  • Westwood Management Corporation first reported a position in Fiserv Inc in Q2 2013 and held it in 30 quarters.
  • Westwood Management Corporation's Fiserv Inc position peaked at $34.2M in Q4 2019.
  • 1,297 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2020.

Based on Westwood Management Corporation's 13F filing for Q4 2020, filed 26 Jan 2021.