Number of Shares
23,000.00
Current Holdings Value*
$5.08 Mil
% of Portfolio
7.39%
Total Estimate Gain
$671,040.00
% of Total Estimate Gain
23.29%

Beck, Mack & Oliver Partners Fund's Fiserv Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 23,000.00 shares of Fiserv Inc(FI), totaling $5.08 Mil. This investment constitutes 7.39% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Fiserv Inc(FI) stock.

The initial trade took place in 2021Q1. And since then Beck, Mack & Oliver Partners Fund has made 4 purchases of FI, at an average price of $110.80, for a total of 26,000.00 shares. In addition, there have been 1 sales at an average price of $110.00 for 3,000.00 shares. Based on historical transaction data and FI's current price of $140.08, Beck, Mack & Oliver Partners Fund's estimated gain on his FI holdings is $671,040.00, reflecting a 23.29% gain to date.

Beck, Mack & Oliver Partners Fund FI ($140.08) Holding Chart

Beck, Mack & Oliver Partners Fund FI ($140.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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