Jeereddi Investments’s Visa V Stock Holding History

Jeereddi Investments’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
2022 Q4	$1.63M	Hold	7,843	–	–	4.28%	5
2022 Q3	$1.39M	Sell	7,843 -655	-8%	-$133K	3.16%	6
2022 Q2	$1.67M	Hold	8,498	–	–	3.46%	5
2022 Q1	$1.89M	Hold	8,498	–	–	1.96%	17
2021 Q4	$1.84M	Sell	8,498 -426	-5%	-$91.5K	1.78%	18
2021 Q3	$1.99M	Hold	8,924	–	–	1.77%	18
2021 Q2	$2.09M	Sell	8,924 -5,084	-36%	-$1.16M	1.72%	18
2021 Q1	$2.97M	Hold	14,008	–	–	2.14%	14
2020 Q4	$3.06M	Hold	14,008	–	–	2.51%	10
2020 Q3	$2.8M	Hold	14,008	–	–	2.65%	11
2020 Q2	$2.71M	Buy	14,008 +100	+0.7%	+$18.3K	2.86%	10
2020 Q1	$2.24M	Hold	13,908	–	–	3.02%	10
2019 Q4	$2.61M	Buy	+13,908	New	+$2.51M	2.26%	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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jeereddi Investments's V Position: Q4 2022 in Review

Jeereddi Investments held its Visa (V) position steady in Q4 2022 at 7,843 shares worth $1.63M. The position accounts for 4.28% of the portfolio, ranked #5.

Jeereddi Investments first reported a position in V in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.06M in Q4 2020. 3,407 funds tracked by Wall St. Rank hold V as of Q4 2022.

Jeereddi Investments held 7,843 shares of Visa worth $1.63M as of Q4 2022.
Jeereddi Investments left its Visa share count unchanged in Q4 2022.
Visa made up 4.28% of Jeereddi Investments's portfolio in Q4 2022, its #5 holding.
Jeereddi Investments first reported a position in Visa in Q4 2019 and has held it in 13 quarters since.
Jeereddi Investments's Visa position peaked at $3.06M in Q4 2020.
3,407 funds tracked by Wall St. Rank held Visa as of Q4 2022.

Based on Jeereddi Investments's 13F filing for Q4 2022, filed 14 Feb 2023.