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Fiserv shares owned by Heritage Trust

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Heritage Trust from 13F filings

Historical chart of Heritage Trust investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Heritage Trust

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.5M 44k 149.04
2024-03-31 $7.0M 44k 159.82
2023-12-31 $5.8M 44k 132.84
2023-09-30 $5.1M 45k 112.96
2023-06-30 $5.7M 45k 126.15
2023-03-31 $4.5M 40k 113.03
2022-12-31 $3.9M 39k 101.07
2022-09-30 $3.7M 39k 93.59
2022-06-30 $3.0M 33k 88.97
2022-03-31 $3.4M 33k 101.38
2021-12-31 $2.7M 26k 103.74
2021-09-30 $1.9M 18k 108.44
2021-06-30 $1.5M 14k 106.91
2021-03-31 $1.8M 15k 119.09
2020-12-31 $1.5M 14k 113.83
2020-09-30 $1.4M 14k 103.09
2020-06-30 $1.2M 12k 97.60
2020-03-31 $1.0M 11k 94.97
2019-12-31 $770k 6.7k 115.58
2019-09-30 $829k 8.0k 103.62
2019-06-30 $729k 8.0k 91.12
2019-03-31 $706k 8.0k 88.25
2018-12-31 $941k 13k 73.54
2018-09-30 $1.1M 13k 82.29
2018-06-30 $949k 13k 74.17
2018-03-31 $929k 13k 71.23
2017-12-31 $861k 6.6k 131.25
2017-09-30 $846k 6.6k 128.91
2017-06-30 $784k 6.4k 122.50
2017-03-31 $1.5M 13k 115.32