Number of Shares
134,115.00
Current Holdings Value*
$29.62 Mil
% of Portfolio
2.96%
Total Estimate Gain
$25.14 Mil
% of Total Estimate Gain
180.17%

WENDELL DAVID ASSOCIATES INC's Fiserv Inc Holding Summary

As of 2025-03-31, WENDELL DAVID ASSOCIATES INC held 134,115.00 shares of Fiserv Inc(FI), totaling $29.62 Mil. This investment constitutes 2.96% of their stock portfolio, and WENDELL DAVID ASSOCIATES INC now holds 0.02% of the outstanding Fiserv Inc(FI) stock.

The initial trade took place in 2013Q4. And since then WENDELL DAVID ASSOCIATES INC has made 15 purchases of FI, at an average price of $33.03, for a total of 422,468.00 shares. In addition, there have been 22 sales at an average price of $58.60 for 288,353.00 shares. Based on historical transaction data and FI's current price of $165.52, WENDELL DAVID ASSOCIATES INC's estimated gain on his FI holdings is $25.14 Mil, reflecting a 180.17% gain to date.

WENDELL DAVID ASSOCIATES INC FI ($165.52) Holding Chart

WENDELL DAVID ASSOCIATES INC FI ($165.52) 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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