Winslow Evans & Crocker’s Fiserv Inc FISV Stock Holding History

Winslow Evans & Crocker’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	$45K	Hold	396	–	–	0.01%	621
2020 Q3	$41K	Buy	396 +100	+34%	+$9.96K	0.01%	495
2020 Q2	$29K	Sell	296 -500	-63%	-$50.3K	0.01%	543
2020 Q1	$76K	Sell	796 -3,826	-83%	-$425K	0.03%	368
2019 Q4	$536K	Buy	4,622 +4,326	+1,461%	+$478K	0.14%	161
2019 Q3	$32K	Sell	296 -30	-9%	-$3.06K	0.01%	577
2019 Q2	$30K	Buy	326 +30	+10%	+$2.63K	0.01%	603
2019 Q1	$28K	Hold	296	–	–	0.01%	599
2018 Q4	$22K	Hold	296	–	–	0.01%	611
2018 Q3	$26K	Hold	296	–	–	0.01%	610
2018 Q2	$22K	Hold	296	–	–	0.01%	657
2018 Q1	$21.1K	Hold	296	–	–	0.01%	637
2017 Q4	$19.4K	Hold	296	–	–	0.01%	667
2017 Q3	$19.1K	Buy	296 +100	+51%	+$6.21K	0.01%	676
2017 Q2	$12K	Buy	+196	New	+$11.9K	﹤0.01%	879
2016 Q4	–	Sell	-1,000	Closed	-$49.7K	–	1271
2016 Q3	$49.7K	Hold	1,000	–	–	0.01%	539
2016 Q2	$54.4K	Sell	1,000 -10,850	-92%	-$558K	0.02%	495
2016 Q1	$608K	Buy	11,850 +150	+1%	+$7.11K	0.18%	118
2015 Q4	$535K	Buy	+11,700	New	+$549K	0.15%	143
2014 Q1	–	Sell	-576	Closed	-$17K	–	1327
2013 Q4	$17K	Buy	+576	New	+$15.5K	0.01%	745

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 $5.9B AUM 3.19% 1-Year Est. Return

Winslow Evans & Crocker's FISV Position: Q4 2020 in Review

Winslow Evans & Crocker held its Fiserv Inc (FISV) position steady in Q4 2020 at 396 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #621.

Winslow Evans & Crocker first reported a position in FISV in Q4 2013 and has held it in 20 quarters since. The position peaked at $608K in Q1 2016. 1,296 funds tracked by Wall St. Rank hold FISV as of Q4 2020.

Winslow Evans & Crocker held 396 shares of Fiserv Inc worth $45K as of Q4 2020.
Winslow Evans & Crocker left its Fiserv Inc share count unchanged in Q4 2020.
Fiserv Inc made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #621 holding.
Winslow Evans & Crocker first reported a position in Fiserv Inc in Q4 2013 and has held it in 20 quarters since.
Winslow Evans & Crocker's Fiserv Inc position peaked at $608K in Q1 2016.
1,296 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.