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Clear Investment Research’s Mastercard MA Stock Holding History

Clear Investment Research’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
Q1 		– Sell
-29
Closed -$12.4K – 247
2023
Q4 		$12.4K Buy
+29
New +$11.7K 0.02% 170
2019
Q4 		– Sell
-4
Closed -$1K – 257
2019
Q3 		$1K Hold
4
– – ﹤0.01% 175
2019
Q2 		$1K Hold
4
– – ﹤0.01% 174
2019
Q1 		$1K Hold
4
– – ﹤0.01% 170
2018
Q4 		$1K Hold
4
– – ﹤0.01% 163
2018
Q3 		$1K Buy
+4
New +$834 ﹤0.01% 170

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

Clear Investment Research's MA Position: Q1 2024 in Review

Clear Investment Research sold out of Mastercard (MA) in Q1 2024, closing a stake of 29 shares — an estimated $12.4K sold.

Clear Investment Research first reported a position in MA in Q3 2018 and held it in 6 quarters. The position peaked at $12.4K in Q4 2023. 3,113 funds tracked by Wall St. Rank hold MA as of Q1 2024.

  • Clear Investment Research reported no remaining Mastercard position as of Q1 2024 after selling out during the quarter.
  • Clear Investment Research sold 29 Mastercard shares in Q1 2024, an estimated $12.4K.
  • Clear Investment Research first reported a position in Mastercard in Q3 2018 and held it in 6 quarters.
  • Clear Investment Research's Mastercard position peaked at $12.4K in Q4 2023.
  • 3,113 funds tracked by Wall St. Rank held Mastercard as of Q1 2024.

Based on Clear Investment Research's 13F filing for Q1 2024, filed 2 May 2024.