Coulter & Justus Financial Services’s Mastercard MA Stock Holding History

Coulter & Justus Financial Services’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	$331K	Buy	+688	New	+$315K	0.07%	76

Other funds holding MA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Coulter & Justus Financial Services's MA Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Mastercard (MA) in Q1 2024: 688 shares worth $331K. The stake represents 0.07% of the portfolio and ranks #76 among its holdings.

3,113 funds tracked by Wall St. Rank hold MA as of Q1 2024.

Coulter & Justus Financial Services held 688 shares of Mastercard worth $331K as of Q1 2024.
Mastercard was a new Coulter & Justus Financial Services position in Q1 2024.
Mastercard made up 0.07% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #76 holding.
3,113 funds tracked by Wall St. Rank held Mastercard as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.