LRI Investments »

Fiserv shares owned by LRI Investments

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

Historical chart of LRI Investments investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by LRI Investments 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 LRI Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.2M 20k 205.42
2024-09-30 $4.3M 20k 210.85
2024-06-30 $127k 849 149.04
2024-03-31 $48k 301 159.82

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Dimensional International Small Cap Value Etf Etf (DISV)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for LRI Investments

Top funds holding Fiserv

Vanguard Group
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Geode Capital Management
FMR
Morgan Stanley
Harris Associates L.P
Jpmorgan Chase & Co
Massachusetts Financial Services
Nuveen Asset Management
Norges Bank Investment Management
Invesco

View all funds holding Fiserv