Number of Shares
290,907.00
Current Holdings Value*
$64.24 Mil
% of Portfolio
3.04%
Total Estimate Gain
$37.65 Mil
% of Total Estimate Gain
133.32%

NORTH STAR ASSET MANAGEMENT INC's Fiserv Inc Holding Summary

As of 2025-03-31, NORTH STAR ASSET MANAGEMENT INC held 290,907.00 shares of Fiserv Inc(FI), totaling $64.24 Mil. This investment constitutes 3.04% of their stock portfolio, and NORTH STAR ASSET MANAGEMENT INC now holds 0.05% of the outstanding Fiserv Inc(FI) stock.

The initial trade took place in 2014Q1. And since then NORTH STAR ASSET MANAGEMENT INC has made 11 purchases of FI, at an average price of $59.76, for a total of 472,573.00 shares. In addition, there have been 26 sales at an average price of $96.92 for 181,666.00 shares. Based on historical transaction data and FI's current price of $165.98, NORTH STAR ASSET MANAGEMENT INC's estimated gain on his FI holdings is $37.65 Mil, reflecting a 133.32% gain to date.

NORTH STAR ASSET MANAGEMENT INC FI ($165.98) Holding Chart

NORTH STAR ASSET MANAGEMENT INC FI ($165.98) 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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