SUMMITRY LLC FI Holdings History
Number of Shares
491,678.00
Current Holdings Value*
$108.58 Mil
% of Portfolio
5.49%
Total Estimate Gain
$73.68 Mil
% of Total Estimate Gain
96.25%
SUMMITRY LLC's Fiserv Inc Holding Summary
As of 2025-03-31, SUMMITRY LLC held 491,678.00 shares of Fiserv Inc(FI), totaling $108.58 Mil. This investment constitutes 5.49% of their stock portfolio, and SUMMITRY LLC now holds 0.09% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2014Q1. And since then SUMMITRY LLC has made 15 purchases of FI, at an average price of $62.07, for a total of 1.23 Mil shares. In addition, there have been 21 sales at an average price of $93.33 for 741,719.00 shares. Based on historical transaction data and FI's current price of $164.77, SUMMITRY LLC's estimated gain on his FI holdings is $73.68 Mil, reflecting a 96.25% gain to date.
SUMMITRY LLC FI ($164.77) Holding Chart
SUMMITRY LLC FI ($164.77) 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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