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Daniel Sundheim’s Visa V Stock Holding History

Daniel Sundheim’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
2024
Q1 		– Sell
-305,478
Closed -$79.5M – 40
2023
Q4 		$79.5M Sell
305,478
-346,000
-53% -$85.3M 1.4% 21
2023
Q3 		$150M Sell
651,478
-75,000
-10% -$18M 2.16% 17
2023
Q2 		$173M Buy
+726,478
New +$166M 3.32% 15
2019
Q1 		– Sell
-1,057,500
Closed -$140M – 37
2018
Q4 		$140M Buy
+1,057,500
New +$146M 2.68% 15

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Daniel Sundheim's V Position: Q1 2024 in Review

Daniel Sundheim sold out of Visa (V) in Q1 2024, closing a stake of 305,478 shares — an estimated $79.5M sold.

Daniel Sundheim first reported a position in V in Q4 2018 and held it in 4 quarters. The position peaked at $173M in Q2 2023. 3,854 funds tracked by Wall St. Rank hold V as of Q1 2024.

  • Daniel Sundheim reported no remaining Visa position as of Q1 2024 after selling out during the quarter.
  • Daniel Sundheim sold 305,478 Visa shares in Q1 2024, an estimated $79.5M.
  • Daniel Sundheim first reported a position in Visa in Q4 2018 and held it in 4 quarters.
  • Daniel Sundheim's Visa position peaked at $173M in Q2 2023.
  • 3,854 funds tracked by Wall St. Rank held Visa as of Q1 2024.

Based on D1 Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.