Insight Capital Research & Management’s Mastercard MA Stock Holding History

Insight Capital Research & Management’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
2017 Q3	$2.13M	Sell	15,078 -184	-1%	-$24.3K	1.2%	35
2017 Q2	$1.85M	Buy	+15,262	New	+$1.81M	1.09%	38
2014 Q2	–	Sell	-59,544	Closed	-$4.45M	–	141
2014 Q1	$4.45M	Buy	59,544 +3,234	+6%	+$253K	1.03%	41
2013 Q4	$4.7M	Sell	56,310 -1,100	-2%	-$81.7K	1.05%	31
2013 Q3	$4.12M	Buy	57,410 +3,240	+6%	+$203K	1%	32
2013 Q2	$3.11M	Buy	+54,170	New	+$3.01M	0.81%	41

Other funds holding MA

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Insight Capital Research & Management's MA Position: Q3 2017 in Review

Insight Capital Research & Management reduced its Mastercard (MA) stake by 1.2% in Q3 2017, selling an estimated $24.3K and leaving 15,078 shares worth $2.13M. The position accounts for 1.2% of the portfolio, ranked #35.

Insight Capital Research & Management first reported a position in MA in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.7M in Q4 2013. 1,409 funds tracked by Wall St. Rank hold MA as of Q3 2017.

Insight Capital Research & Management held 15,078 shares of Mastercard worth $2.13M as of Q3 2017.
Insight Capital Research & Management sold 184 Mastercard shares in Q3 2017, an estimated $24.3K.
Mastercard made up 1.2% of Insight Capital Research & Management's portfolio in Q3 2017, its #35 holding.
Insight Capital Research & Management first reported a position in Mastercard in Q2 2013 and has held it in 6 quarters since.
Insight Capital Research & Management's Mastercard position peaked at $4.7M in Q4 2013.
1,409 funds tracked by Wall St. Rank held Mastercard as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.