Fiserv shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Fiserv
Tip: Access up to 7 years of quarterly data
All positions including Fiserv held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fiserv by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $578k | 5.1k | 112.96 |
| 2023-06-30 | $648k | 5.1k | 126.15 |
| 2023-03-31 | $2.3M | 21k | 113.03 |
| 2022-12-31 | $2.8M | 27k | 101.07 |
| 2022-09-30 | $2.6M | 28k | 93.59 |
| 2022-06-30 | $2.4M | 27k | 88.98 |
| 2022-03-31 | $2.8M | 28k | 101.41 |
| 2021-12-31 | $2.8M | 27k | 103.77 |
| 2021-09-30 | $2.9M | 27k | 108.52 |
| 2021-06-30 | $3.3M | 31k | 106.91 |
| 2021-03-31 | $4.1M | 35k | 119.05 |
| 2020-12-31 | $3.9M | 34k | 113.86 |
| 2020-09-30 | $2.8M | 27k | 103.07 |
| 2020-06-30 | $3.0M | 30k | 97.62 |
| 2020-03-31 | $1.4M | 14k | 94.99 |
| 2019-03-31 | $322k | 3.7k | 88.17 |
| 2018-12-31 | $311k | 3.7k | 84.53 |
| 2018-09-30 | $302k | 3.8k | 79.33 |
| 2018-06-30 | $292k | 3.9k | 74.15 |
| 2018-03-31 | $11k | 156 | 70.51 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors