SEC 13F Intelligence

Lee Capital Holdings LLC / FISV

Lee Capital Holdings LLC’s Fiserv Inc Position

Does Lee Capital Holdings LLC own Fiserv Inc (FISV)? Not currently — the last reported position was 60.9K shares worth $7M in Q2 2021; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$7M
Q2 2021
Shares
60.9K
% of Portfolio
+3.28%
Quarters Held
6
position exited

Position History FISV

Reported value by quarter
Q1 ’20: $3MQ1 ’20Q2 ’20: $4MQ2 ’20Q3 ’20: $6MQ3 ’20Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ1 ’21Q2 ’21: $7MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202160.9K$7M+3.28%
Q1 202119.3K$2M+1.02%
Q4 202019.1K$2M+1.28%
Q3 202061.9K$6M+3.73%
Q2 202044.1K$4M+3.95%
Q1 202027.6K$3M+2.16%

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