Evelyn V. Moreno’s Visa V Stock Holding History

Evelyn V. Moreno’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
2023 Q4	$844K	Hold	3,241	–	–	0.4%	58
2023 Q3	$745K	Buy	+3,241	New	+$779K	0.16%	70
2014 Q2	–	Sell	-3,768	Closed	-$203K	–	78
2014 Q1	$203K	Hold	3,768	–	–	0.08%	78
2013 Q4	$210K	Buy	+3,768	New	+$190K	0.09%	75

Other funds holding V

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Evelyn V. Moreno's V Position: Q4 2023 in Review

Evelyn V. Moreno held its Visa (V) position steady in Q4 2023 at 3,241 shares worth $844K. The position accounts for 0.4% of the portfolio, ranked #58.

Evelyn V. Moreno first reported a position in V in Q4 2013 and has held it in 4 quarters since. 3,771 funds tracked by Wall St. Rank hold V as of Q4 2023.

Evelyn V. Moreno held 3,241 shares of Visa worth $844K as of Q4 2023.
Evelyn V. Moreno left its Visa share count unchanged in Q4 2023.
Visa made up 0.4% of Evelyn V. Moreno's portfolio in Q4 2023, its #58 holding.
Evelyn V. Moreno first reported a position in Visa in Q4 2013 and has held it in 4 quarters since.
3,771 funds tracked by Wall St. Rank held Visa as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.