GCM
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Gunderson Capital Management’s Visa V Stock Holding History

Gunderson Capital 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
2021
Q1 		– Sell
-24,264
Closed -$5.31M – 79
2020
Q4 		$5.31M Buy
24,264
+1,801
+8% +$369K 3.47% 13
2020
Q3 		$4.49M Sell
22,463
-1,103
-5% -$220K 3.89% 13
2020
Q2 		$4.55M Buy
23,566
+1,446
+7% +$264K 3.66% 12
2020
Q1 		$3.56M Sell
22,120
-3,343
-13% -$630K 4.94% 10
2019
Q4 		$4.79M Sell
25,463
-96
-0.4% -$17.3K 5.23% 4
2019
Q3 		$4.4M Sell
25,559
-1,368
-5% -$244K 4.35% 7
2019
Q2 		$4.67M Sell
26,927
-761
-3% -$125K 4.1% 5
2019
Q1 		$4.33M Buy
+27,688
New +$3.99M 3.76% 7

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gunderson Capital Management's V Position: Q1 2021 in Review

Gunderson Capital Management sold out of Visa (V) in Q1 2021, closing a stake of 24,264 shares — an estimated $5.31M sold.

Gunderson Capital Management first reported a position in V in Q1 2019 and held it in 8 quarters. The position peaked at $5.31M in Q4 2020. 3,022 funds tracked by Wall St. Rank hold V as of Q1 2021.

  • Gunderson Capital Management reported no remaining Visa position as of Q1 2021 after selling out during the quarter.
  • Gunderson Capital Management sold 24,264 Visa shares in Q1 2021, an estimated $5.31M.
  • Gunderson Capital Management first reported a position in Visa in Q1 2019 and held it in 8 quarters.
  • Gunderson Capital Management's Visa position peaked at $5.31M in Q4 2020.
  • 3,022 funds tracked by Wall St. Rank held Visa as of Q1 2021.

Based on Gunderson Capital Management's 13F filing for Q1 2021, filed 4 May 2021.