FISV
Fiserv, Inc
Fiserv, Inc historical holders
total: 26
Meritage Group Fiserv, Inc transactions over time
- Total transactions:
- 9
- New positions:
- 2
- Sold out:
- 2
- Reduced:
- 5
- Held since:
- 2016 Q4
- Held for:
- 1 quarter
- Latest activity:
- 2017 Q1
Nathaniel Simons has been an institutional investor in Fiserv, Inc (FISV) since at least 2013 Q2. According to 2026 Q2 report, Nathaniel Simons doesn't hold any shares. In our earliest available record from 2013 Q2, Meritage Group held about 11.39M shares of FISV. Nathaniel Simons later completely sold out the position and reinvested in FISV again in 2016 Q4. Since at least 2013 Q2, Meritage Group has made 8 more transactions in this position.
When did Nathaniel Simons exit their FISV position?
Nathaniel Simons no longer holds Fiserv, Inc (FISV). They sold off their entire position in 2017 Q1, closing out an investment that began in 2013 Q2.
Has Nathaniel Simons reinvested in FISV after selling?
Yes, Nathaniel Simons has shown renewed interest in Fiserv, Inc (FISV). After completely selling their position, they reinitiated an investment in 2016 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $53.14
- Weighted AVG sell price:
- $53.14
FISV transactions history by Meritage Group
9 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2017 Q1
|
0.00%
|
$53.14
|
-100% (-23,974)
|
|||
|
2016 Q4
|
0.05%
|
$53.14
|
new
|
|||
|
2014 Q4
|
0.00%
|
$32.32
|
-100% (-5,928,572)
|
|||
|
2014 Q3
|
5.21%
|
$32.32
|
-9.17% (-598,652)
|
|||
|
2014 Q2
|
5.53%
|
$30.16
|
-9.35% (-673,548)
|
|||
|
2014 Q1
|
5.75%
|
$28.35
|
-3.46% (-257,912)
|
|||
|
2013 Q4
|
6.88%
|
$29.53
|
-29.02% (-3,049,180)
|
|||
|
2013 Q3
|
9.13%
|
$25.26
|
-7.72% (-878,848)
|
|||
|
2013 Q2
|
8.43%
|
$21.85
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.