Howard Capital Management (New York)’s Visa V Stock Holding History

Howard Capital Management (New York)’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
2020 Q4	$20.2M	Buy	92,566 +1,211	+1%	+$248K	2.27%	21
2020 Q3	$18.3M	Sell	91,355 -1,235	-1%	-$247K	2.31%	20
2020 Q2	$17.9M	Buy	92,590 +422	+0.5%	+$77.1K	2.38%	17
2020 Q1	$14.8M	Sell	92,168 -3,156	-3%	-$595K	2.53%	13
2019 Q4	$17.9M	Sell	95,324 -1,870	-2%	-$337K	2.24%	15
2019 Q3	$16.7M	Sell	97,194 -1,410	-1%	-$251K	2.38%	16
2019 Q2	$17.1M	Buy	98,604 +2,897	+3%	+$474K	2.33%	14
2019 Q1	$14.9M	Buy	95,707 +5,889	+7%	+$849K	2.11%	17
2018 Q4	$11.9M	Buy	+89,818	New	+$12.4M	1.96%	20

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Howard Capital Management (New York)'s V Position: Q4 2020 in Review

Howard Capital Management (New York) increased its Visa (V) stake by 1.3% in Q4 2020, buying an estimated $248K and bringing the position to 92,566 shares worth $20.2M. The position accounts for 2.27% of the portfolio, ranked #21.

Howard Capital Management (New York) first reported a position in V in Q4 2018 and has held it in 9 quarters since. 3,024 funds tracked by Wall St. Rank hold V as of Q4 2020.

Howard Capital Management (New York) held 92,566 shares of Visa worth $20.2M as of Q4 2020.
Howard Capital Management (New York) bought 1,211 Visa shares in Q4 2020, an estimated $248K.
Visa made up 2.27% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #21 holding.
Howard Capital Management (New York) first reported a position in Visa in Q4 2018 and has held it in 9 quarters since.
3,024 funds tracked by Wall St. Rank held Visa as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.