ZIMP
FISV

Zimmermann Investment Management & Planning’s Fiserv Inc FISV Stock Holding History

Zimmermann Investment Management & Planning’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
2024
Q4 		– Sell
-3,814
Closed -$685K – 39
2024
Q3 		$685K Buy
3,814
+287
+8% +$47.3K 0.21% 73
2024
Q2 		$526K Buy
3,527
+586
+20% +$88.7K 0.18% 78
2024
Q1 		$470K Buy
2,941
+577
+24% +$84K 0.17% 86
2023
Q4 		$314K Buy
+2,364
New +$290K 0.13% 92

Other funds holding FISV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Zimmermann Investment Management & Planning's FISV Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Fiserv Inc (FISV) in Q4 2024, closing a stake of 3,814 shares — an estimated $685K sold.

Zimmermann Investment Management & Planning first reported a position in FISV in Q4 2023 and held it in 4 quarters. The position peaked at $685K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold FISV as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Fiserv Inc position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 3,814 Fiserv Inc shares in Q4 2024, an estimated $685K.
  • Zimmermann Investment Management & Planning first reported a position in Fiserv Inc in Q4 2023 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's Fiserv Inc position peaked at $685K in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.