Golden Green’s Visa V Stock Holding History

Golden Green’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 Q3	$789K	Buy	3,432 +2	+0.1%	+$481	0.81%	39
2023 Q2	$815K	Sell	3,430 -11	-0.3%	-$2.52K	0.88%	34
2023 Q1	$776K	Sell	3,441 -5,439	-61%	-$1.21M	0.91%	32
2022 Q4	$1.84M	Sell	8,880 -75	-0.8%	-$15.1K	1.9%	11
2022 Q3	$1.59M	Buy	8,955 +4,894	+121%	+$996K	1.72%	13
2022 Q2	$799K	Sell	4,061 -191	-4%	-$39.5K	0.84%	31
2022 Q1	$943K	Sell	4,252 -2,928	-41%	-$633K	0.78%	39
2021 Q4	$1.56M	Buy	7,180 +1,464	+26%	+$314K	1.25%	20
2021 Q3	$1.27M	Buy	5,716 +63	+1%	+$14.8K	0.99%	19
2021 Q2	$1.32M	Sell	5,653 -67	-1%	-$15.3K	1.01%	16
2021 Q1	$1.21M	Sell	5,720 -4,110	-42%	-$865K	1.04%	21
2020 Q4	$2.15M	Buy	+9,830	New	+$2.01M	2%	11

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Golden Green's V Position: Q3 2023 in Review

Golden Green increased its Visa (V) stake by 0.06% in Q3 2023, buying an estimated $481 and bringing the position to 3,432 shares worth $789K. The position accounts for 0.81% of the portfolio, ranked #39.

Golden Green first reported a position in V in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.15M in Q4 2020. 3,513 funds tracked by Wall St. Rank hold V as of Q3 2023.

Golden Green held 3,432 shares of Visa worth $789K as of Q3 2023.
Golden Green bought 2 Visa shares in Q3 2023, an estimated $481.
Visa made up 0.81% of Golden Green's portfolio in Q3 2023, its #39 holding.
Golden Green first reported a position in Visa in Q4 2020 and has held it in 12 quarters since.
Golden Green's Visa position peaked at $2.15M in Q4 2020.
3,513 funds tracked by Wall St. Rank held Visa as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.