Fiserv shares owned by Summit Trail Advisors
Historical chart of Summit Trail Advisors investment in Fiserv
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Quarterly reported holdings in Fiserv by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 13k | 179.65 |
| 2024-06-30 | $1.9M | 12k | 149.04 |
| 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 | 225k | 1.00 |
| 2017-12-31 | $292k | 2.1k | 137.35 |