A. Montag and Associates »

Fiserv shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Fiserv (FI) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fiserv by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 139k 132.84
2023-09-30 $13M 116k 112.96
2023-06-30 $15M 116k 126.15
2023-03-31 $16M 141k 113.03
2022-12-31 $14M 143k 101.07
2022-09-30 $14M 150k 93.57
2022-06-30 $13M 151k 88.97
2022-03-31 $16M 154k 101.40
2021-12-31 $17M 162k 103.79
2021-09-30 $21M 197k 108.50
2021-06-30 $22M 204k 106.89
2021-03-31 $29M 244k 119.04
2020-12-31 $29M 258k 113.86
2020-09-30 $28M 273k 103.05
2020-06-30 $28M 287k 97.62
2020-03-31 $28M 295k 94.99
2019-12-31 $30M 257k 115.63
2019-09-30 $28M 270k 103.59
2019-06-30 $23M 256k 91.16
2019-03-31 $21M 237k 88.28
2018-12-31 $9.7M 132k 73.49
2018-09-30 $11M 128k 82.38
2018-06-30 $9.4M 127k 74.09
2018-03-31 $9.1M 127k 71.31
2017-12-31 $8.3M 64k 131.13
2017-09-30 $8.2M 64k 128.96
2017-06-30 $7.8M 64k 122.34
2017-03-31 $7.3M 64k 115.31
2016-12-31 $6.8M 64k 106.29
2016-09-30 $6.4M 64k 99.47
2016-06-30 $7.0M 64k 108.73
2016-03-31 $6.6M 64k 102.58
2015-12-31 $5.9M 65k 91.46
2015-09-30 $5.6M 65k 86.61
2015-06-30 $5.4M 65k 82.84
2015-03-31 $5.2M 66k 79.40
2014-12-31 $4.7M 66k 70.97
2014-09-30 $4.3M 66k 64.63
2014-06-30 $4.0M 66k 60.33
2014-03-31 $3.7M 66k 56.68
2013-12-31 $3.9M 66k 59.05
2013-09-30 $3.5M 34k 101.06
2013-06-30 $3.8M 44k 87.41
2013-03-31 $3.9M 45k 87.86
2012-12-31 $3.7M 47k 79.02
2012-09-30 $7.0M 94k 74.03
2012-06-30 $7.6M 105k 72.22
2012-03-31 $8.0M 116k 69.39
2011-12-31 $8.9M 151k 58.74
2011-09-30 $7.7M 151k 50.77
2011-06-30 $9.7M 155k 62.63
2011-03-31 $10M 163k 62.72