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Enlightenment Research’s Mastercard MA Stock Holding History

Enlightenment Research’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
2021
Q2 		– Sell
-1,300
Closed -$463K – 185
2021
Q1 		$463K Buy
+1,300
New +$454K 0.56% 53
2020
Q1 		– Sell
-899
Closed -$268K – 181
2019
Q4 		$268K Buy
+899
New +$253K 1.26% 30
2019
Q3 		– Sell
-12,500
Closed -$3.18M – 202
2019
Q2 		$3.18M Buy
12,500
+7,900
+172% +$1.98M 1.62% 6
2019
Q1 		$1.08M Buy
4,600
+1,400
+44% +$301K 2.11% 12
2018
Q4 		$604K Buy
+3,200
New +$635K 0.75% 22

Other funds holding MA

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Enlightenment Research's MA Position: Q2 2021 in Review

Enlightenment Research sold out of Mastercard (MA) in Q2 2021, closing a stake of 1,300 shares — an estimated $463K sold.

Enlightenment Research first reported a position in MA in Q4 2018 and held it in 5 quarters. The position peaked at $3.18M in Q2 2019. 2,486 funds tracked by Wall St. Rank hold MA as of Q2 2021.

  • Enlightenment Research reported no remaining Mastercard position as of Q2 2021 after selling out during the quarter.
  • Enlightenment Research sold 1,300 Mastercard shares in Q2 2021, an estimated $463K.
  • Enlightenment Research first reported a position in Mastercard in Q4 2018 and held it in 5 quarters.
  • Enlightenment Research's Mastercard position peaked at $3.18M in Q2 2019.
  • 2,486 funds tracked by Wall St. Rank held Mastercard as of Q2 2021.

Based on Enlightenment Research's 13F filing for Q2 2021, filed 16 Aug 2021.