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Crystal Rock Capital Management’s Visa V Stock Holding History

Crystal Rock Capital Management’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
2019
Q3 		– Sell
-3,144
Closed -$546K – 38
2019
Q2 		$546K Hold
3,144
– – 0.4% 32
2019
Q1 		$491K Buy
+3,144
New +$453K 0.36% 31

Other funds holding V

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crystal Rock Capital Management's V Position: Q3 2019 in Review

Crystal Rock Capital Management sold out of Visa (V) in Q3 2019, closing a stake of 3,144 shares — an estimated $546K sold.

Crystal Rock Capital Management first reported a position in V in Q1 2019 and held it in 2 quarters. The position peaked at $546K in Q2 2019. 2,430 funds tracked by Wall St. Rank hold V as of Q3 2019.

  • Crystal Rock Capital Management reported no remaining Visa position as of Q3 2019 after selling out during the quarter.
  • Crystal Rock Capital Management sold 3,144 Visa shares in Q3 2019, an estimated $546K.
  • Crystal Rock Capital Management first reported a position in Visa in Q1 2019 and held it in 2 quarters.
  • Crystal Rock Capital Management's Visa position peaked at $546K in Q2 2019.
  • 2,430 funds tracked by Wall St. Rank held Visa as of Q3 2019.

Based on Crystal Rock Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.