Number of Shares
35,233.00
Current Holdings Value*
$7.82 Mil
% of Portfolio
3.13%
Total Estimate Gain
$2.54 Mil
% of Total Estimate Gain
66.23%

Eley Financial Management, Inc's Fiserv Inc Holding Summary

As of 2025-03-31, Eley Financial Management, Inc held 35,233.00 shares of Fiserv Inc(FI), totaling $7.82 Mil. This investment constitutes 3.13% of their stock portfolio, and Eley Financial Management, Inc now holds 0.01% of the outstanding Fiserv Inc(FI) stock.

The initial trade took place in 2022Q4. And since then Eley Financial Management, Inc has made 2 purchases of FI, at an average price of $99.90, for a total of 38,411.00 shares. In addition, there have been 6 sales at an average price of $168.64 for 3,178.00 shares. Based on historical transaction data and FI's current price of $165.83, Eley Financial Management, Inc's estimated gain on his FI holdings is $2.54 Mil, reflecting a 66.23% gain to date.

Eley Financial Management, Inc FI ($165.83) Holding Chart

Eley Financial Management, Inc FI ($165.83) 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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