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Fiserv shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Fiserv

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All positions including Fiserv held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 13k 159.82
2023-12-31 $1.3M 9.8k 132.84
2023-09-30 $1.2M 10k 112.96
2023-06-30 $1.3M 10k 126.15
2023-03-31 $613k 5.4k 113.03
2022-12-31 $490k 4.8k 101.07
2022-09-30 $459k 4.9k 93.64
2022-06-30 $486k 5.5k 88.98
2022-03-31 $310k 3.1k 101.47
2020-09-30 $406k 3.8k 105.81
2020-06-30 $680k 7.0k 97.60
2020-03-31 $421k 4.4k 94.99
2019-09-30 $406k 3.9k 103.49
2018-03-31 $225k 6.2k 36.10
2017-12-31 $292k 2.1k 137.35