EIM
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Elephas Investment Management’s Visa V Stock Holding History

Elephas Investment 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
-21,000
Closed -$3.65M – 25
2019
Q2 		$3.65M Sell
21,000
-9,000
-30% -$1.47M 2.2% 8
2019
Q1 		$4.69M Buy
+30,000
New +$4.32M 0.65% 16

Other funds holding V

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
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

Elephas Investment Management's V Position: Q3 2019 in Review

Elephas Investment Management sold out of Visa (V) in Q3 2019, closing a stake of 21,000 shares — an estimated $3.65M sold.

Elephas Investment Management first reported a position in V in Q1 2019 and held it in 2 quarters. The position peaked at $4.69M in Q1 2019. 2,429 funds tracked by Wall St. Rank hold V as of Q3 2019.

  • Elephas Investment Management reported no remaining Visa position as of Q3 2019 after selling out during the quarter.
  • Elephas Investment Management sold 21,000 Visa shares in Q3 2019, an estimated $3.65M.
  • Elephas Investment Management first reported a position in Visa in Q1 2019 and held it in 2 quarters.
  • Elephas Investment Management's Visa position peaked at $4.69M in Q1 2019.
  • 2,429 funds tracked by Wall St. Rank held Visa as of Q3 2019.

Based on Elephas Investment Management's 13F filing for Q3 2019, filed 27 Dec 2019.