BMMM
MA icon

Boston Mountain Money Management’s Mastercard MA Stock Holding History

Boston Mountain Money Management’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$234K Sell
473
-7
-1% -$3.25K 0.14% 61
2024
Q2 		$212K Sell
480
-430
-47% -$196K 0.14% 58
2024
Q1 		$438K Buy
+910
New +$416K 0.3% 37

Other funds holding MA

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Mountain Money Management's MA Position: Q3 2024 in Review

Boston Mountain Money Management reduced its Mastercard (MA) stake by 1.5% in Q3 2024, selling an estimated $3.25K and leaving 473 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #61.

Boston Mountain Money Management first reported a position in MA in Q1 2024 and has held it in 3 quarters since. The position peaked at $438K in Q1 2024. 3,136 funds tracked by Wall St. Rank hold MA as of Q3 2024.

  • Boston Mountain Money Management held 473 shares of Mastercard worth $234K as of Q3 2024.
  • Boston Mountain Money Management sold 7 Mastercard shares in Q3 2024, an estimated $3.25K.
  • Mastercard made up 0.14% of Boston Mountain Money Management's portfolio in Q3 2024, its #61 holding.
  • Boston Mountain Money Management first reported a position in Mastercard in Q1 2024 and has held it in 3 quarters since.
  • Boston Mountain Money Management's Mastercard position peaked at $438K in Q1 2024.
  • 3,136 funds tracked by Wall St. Rank held Mastercard as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.