EI
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Elkhorn Investments’s Visa V Stock Holding History

Elkhorn Investments’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
2017
Q4 		$1.92M Buy
16,794
+3,511
+26% +$388K 1.01% 47
2017
Q3 		$1.4M Buy
13,283
+1,133
+9% +$115K 1.04% 37
2017
Q2 		$1.23M Buy
+12,150
New +$1.13M 0.95% 53

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Elkhorn Investments's V Position: Q4 2017 in Review

Elkhorn Investments increased its Visa (V) stake by 26% in Q4 2017, buying an estimated $388K and bringing the position to 16,794 shares worth $1.92M. The position accounts for 1.01% of the portfolio, ranked #47.

Elkhorn Investments first reported a position in V in Q2 2017 and has held it in 3 quarters since. 2,036 funds tracked by Wall St. Rank hold V as of Q4 2017.

  • Elkhorn Investments held 16,794 shares of Visa worth $1.92M as of Q4 2017.
  • Elkhorn Investments bought 3,511 Visa shares in Q4 2017, an estimated $388K.
  • Visa made up 1.01% of Elkhorn Investments's portfolio in Q4 2017, its #47 holding.
  • Elkhorn Investments first reported a position in Visa in Q2 2017 and has held it in 3 quarters since.
  • 2,036 funds tracked by Wall St. Rank held Visa as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.