Fiserv shares owned by Creative Planning
Historical chart of Creative Planning investment in Fiserv
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All positions including Fiserv held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fiserv by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $22M | 139k | 159.82 |
| 2023-12-31 | $18M | 133k | 132.84 |
| 2023-09-30 | $15M | 129k | 112.96 |
| 2023-06-30 | $15M | 121k | 126.15 |
| 2023-03-31 | $13M | 117k | 113.03 |
| 2022-12-31 | $12M | 118k | 101.07 |
| 2022-09-30 | $10M | 110k | 93.57 |
| 2022-06-30 | $9.8M | 111k | 88.97 |
| 2022-03-31 | $11M | 113k | 101.40 |
| 2021-12-31 | $9.4M | 91k | 103.79 |
| 2021-09-30 | $9.8M | 90k | 108.50 |
| 2021-06-30 | $9.8M | 92k | 106.89 |
| 2021-03-31 | $13M | 109k | 119.04 |
| 2020-12-31 | $12M | 104k | 113.86 |
| 2020-09-30 | $11M | 106k | 103.05 |
| 2020-06-30 | $9.8M | 100k | 97.62 |
| 2020-03-31 | $10M | 109k | 94.99 |
| 2019-12-31 | $14M | 124k | 115.63 |
| 2019-09-30 | $13M | 123k | 103.59 |
| 2019-06-30 | $6.7M | 73k | 91.16 |
| 2019-03-31 | $9.4M | 106k | 88.28 |
| 2018-12-31 | $8.1M | 111k | 73.49 |
| 2018-09-30 | $10M | 125k | 82.38 |
| 2018-06-30 | $9.2M | 124k | 74.09 |
| 2018-03-31 | $8.4M | 118k | 71.31 |
| 2017-12-31 | $6.2M | 47k | 131.12 |
| 2017-09-30 | $6.1M | 47k | 128.97 |
| 2017-06-30 | $4.0M | 33k | 122.33 |
| 2017-03-31 | $3.7M | 32k | 115.33 |
| 2016-12-31 | $3.6M | 34k | 106.27 |
| 2016-09-30 | $3.4M | 34k | 99.46 |
| 2016-06-30 | $3.3M | 30k | 108.73 |
| 2016-03-31 | $3.2M | 31k | 102.58 |
| 2015-12-31 | $1.8M | 19k | 91.48 |
| 2015-09-30 | $2.2M | 25k | 86.60 |
| 2015-06-30 | $2.1M | 25k | 82.84 |
| 2015-03-31 | $1.9M | 24k | 79.40 |
| 2014-12-31 | $1.1M | 16k | 70.97 |
| 2014-09-30 | $905k | 14k | 64.62 |
| 2014-06-30 | $872k | 15k | 60.32 |
| 2014-03-31 | $839k | 15k | 56.71 |
| 2013-12-31 | $911k | 15k | 59.03 |
| 2013-09-30 | $685k | 6.8k | 100.99 |
| 2013-06-30 | $588k | 6.7k | 87.47 |
| 2012-12-31 | $399k | 5.1k | 79.01 |
| 2012-09-30 | $396k | 5.4k | 74.02 |
| 2012-06-30 | $387k | 5.4k | 72.21 |
| 2011-12-31 | $285k | 4.9k | 58.70 |