Whitnell & Co. FI Holdings History
Number of Shares
85,681.00
Current Holdings Value*
$9.91 Mil
% of Portfolio
3.08%
Total Estimate Gain
$13.43 Mil
% of Total Estimate Gain
357.99%
Whitnell & Co.'s Fiserv Inc Holding Summary
As of 2019-12-31, Whitnell & Co. held 85,681.00 shares of Fiserv Inc(FI), totaling $9.91 Mil. This investment constitutes 3.08% of their stock portfolio, and Whitnell & Co. now holds 0.01% of the outstanding Fiserv Inc(FI) stock.
The initial trade took place in 2014Q1. And since then Whitnell & Co. has made 4 purchases of FI, at an average price of $30.14, for a total of 124,524.00 shares. In addition, there have been 11 sales at an average price of $76.88 for 38,843.00 shares. Based on historical transaction data and FI's current price of $165.74, Whitnell & Co.'s estimated gain on his FI holdings is $13.43 Mil, reflecting a 357.99% gain to date.
Whitnell & Co. FI ($165.74) Holding Chart
Whitnell & Co. FI ($165.74) 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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