WAM
FISV

Wilson Asset Management’s Fiserv Inc FISV Stock Holding History

Wilson Asset 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
2022
Q4 		– Sell
-231,508
Closed -$21.7M – 34
2022
Q3 		$21.7M Hold
231,508
– – 7.29% 2
2022
Q2 		$20.6M Hold
231,508
– – 6.14% 4
2022
Q1 		$23.5M Buy
+231,508
New +$23.4M 5.86% 5

Other funds holding FISV

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wilson Asset Management's FISV Position: Q4 2022 in Review

Wilson Asset Management sold out of Fiserv Inc (FISV) in Q4 2022, closing a stake of 231,508 shares — an estimated $21.7M sold.

Wilson Asset Management first reported a position in FISV in Q1 2022 and held it in 3 quarters. The position peaked at $23.5M in Q1 2022. 1,432 funds tracked by Wall St. Rank hold FISV as of Q4 2022.

  • Wilson Asset Management reported no remaining Fiserv Inc position as of Q4 2022 after selling out during the quarter.
  • Wilson Asset Management sold 231,508 Fiserv Inc shares in Q4 2022, an estimated $21.7M.
  • Wilson Asset Management first reported a position in Fiserv Inc in Q1 2022 and held it in 3 quarters.
  • Wilson Asset Management's Fiserv Inc position peaked at $23.5M in Q1 2022.
  • 1,432 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2022.

Based on Wilson Asset Management's 13F filing for Q4 2022, filed 3 Feb 2023.