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Benson Investment Management Company’s Visa V Stock Holding History

Benson Investment Management Company’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,880
Closed -$1.09M – 72
2021
Q3 		$1.09M Hold
4,880
– – 0.56% 43
2021
Q2 		$1.14M Hold
4,880
– – 0.58% 43
2021
Q1 		$1.03M Sell
4,880
-17,545
-78% -$3.69M 0.6% 37
2020
Q4 		$4.91M Buy
22,425
+1,325
+6% +$271K 3% 10
2020
Q3 		$4.22M Buy
21,100
+120
+0.6% +$24K 2.71% 8
2020
Q2 		$4.05M Buy
20,980
+70
+0.3% +$12.8K 2.8% 7
2020
Q1 		$3.37M Sell
20,910
-3,710
-15% -$699K 2.7% 12
2019
Q4 		$4.63M Hold
24,620
– – 2.99% 7
2019
Q3 		$4.24M Sell
24,620
-795
-3% -$142K 3.04% 6
2019
Q2 		$4.41M Sell
25,415
-960
-4% -$157K 3.32% 5
2019
Q1 		$4.12M Buy
26,375
+235
+0.9% +$33.9K 3.19% 5
2018
Q4 		$3.45M Sell
26,140
-295
-1% -$40.7K 2.93% 7
2018
Q3 		$3.97M Sell
26,435
-125
-0.5% -$17.8K 2.98% 6
2018
Q2 		$3.52M Buy
26,560
+20,820
+363% +$2.68M 2.77% 8
2018
Q1 		$687K Hold
5,740
– – 0.56% 44
2017
Q4 		$654K Hold
5,740
– – 0.49% 50
2017
Q3 		$604K Hold
5,740
– – 0.5% 48
2017
Q2 		$538K Hold
5,740
– – 0.49% 48
2017
Q1 		$510K Hold
5,740
– – 0.5% 45
2016
Q4 		$448K Buy
+5,740
New +$461K 0.44% 47

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Benson Investment Management Company's V Position: Q4 2021 in Review

Benson Investment Management Company sold out of Visa (V) in Q4 2021, closing a stake of 4,880 shares — an estimated $1.09M sold.

Benson Investment Management Company first reported a position in V in Q4 2016 and held it in 20 quarters. The position peaked at $4.91M in Q4 2020. 3,282 funds tracked by Wall St. Rank hold V as of Q4 2021.

  • Benson Investment Management Company reported no remaining Visa position as of Q4 2021 after selling out during the quarter.
  • Benson Investment Management Company sold 4,880 Visa shares in Q4 2021, an estimated $1.09M.
  • Benson Investment Management Company first reported a position in Visa in Q4 2016 and held it in 20 quarters.
  • Benson Investment Management Company's Visa position peaked at $4.91M in Q4 2020.
  • 3,282 funds tracked by Wall St. Rank held Visa as of Q4 2021.

Based on Benson Investment Management Company's 13F filing for Q4 2021, filed 19 Jan 2022.