Econ Financial Services’s Mastercard MA Stock Holding History

Econ 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
2022 Q2	–	Sell	-15	Closed	-$5K	–	119
2022 Q1	$5K	Hold	15	–	–	﹤0.01%	117
2021 Q4	$5K	Buy	+15	New	+$5.19K	﹤0.01%	152

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Econ Financial Services's MA Position: Q2 2022 in Review

Econ Financial Services sold out of Mastercard (MA) in Q2 2022, closing a stake of 15 shares — an estimated $5K sold.

Econ Financial Services first reported a position in MA in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 2,590 funds tracked by Wall St. Rank hold MA as of Q2 2022.

Econ Financial Services reported no remaining Mastercard position as of Q2 2022 after selling out during the quarter.
Econ Financial Services sold 15 Mastercard shares in Q2 2022, an estimated $5K.
Econ Financial Services first reported a position in Mastercard in Q4 2021 and held it in 2 quarters.
Econ Financial Services's Mastercard position peaked at $5K in Q1 2022.
2,590 funds tracked by Wall St. Rank held Mastercard as of Q2 2022.

Based on Econ Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.