SEC 13F Intelligence

M&R Capital Management Inc / FISV

M&R Capital Management Inc’s Fiserv Inc Position

Does M&R Capital Management Inc own Fiserv Inc (FISV)? Yes53.6K shares worth $10M (+2.12% of its 13F portfolio) as of Q3 2024, down from 54.2K shares the prior filed quarter.

Position Value
$10M
Q3 2024
Shares
53.6K
% of Portfolio
+2.12%
Quarters Held
17
currently held

Position History FISV

Reported value by quarter
Q3 ’20: $4,000Q3 ’20Q4 ’20: $5,000Q1 ’21: $53,000Q2 ’21: $315,000Q2 ’21Q3 ’21: $7MQ4 ’21: $6MQ1 ’22: $6MQ1 ’22Q2 ’22: $6MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $6MQ3 ’23Q4 ’23: $8MQ1 ’24: $9MQ2 ’24: $8MQ2 ’24Q3 ’24: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202453.6K$10M+2.12%
Q2 202454.2K$8M+1.93%
Q1 202454.3K$9M+2.13%
Q4 202356.5K$8M+1.88%
Q3 202356.8K$6M+1.76%
Q2 202356.9K$7M+1.88%
Q1 202356.8K$6M+1.80%
Q4 202257.4K$6M+1.60%
Q3 202263.2K$6M+1.67%
Q2 202263.3K$6M+1.47%
Q1 202262.7K$6M+1.36%
Q4 202162.5K$6M+1.34%
Q3 202167.7K$7M+1.66%
Q2 20212.9K$315,000+0.07%
Q1 2021447$53,000+0.01%
Q4 202047$5,0000.00%
Q3 202047$4,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M&R Capital Management Inc’s full portfolio or all institutional holders of FISV.