Jeppson Wealth Management’s Mastercard MA Stock Holding History

Jeppson Wealth 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
2020 Q4	–	Sell	-75	Closed	-$25K	–	310
2020 Q3	$25K	Buy	+75	New	+$24.4K	0.02%	311

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jeppson Wealth Management's MA Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Mastercard (MA) in Q4 2020, closing a stake of 75 shares — an estimated $25K sold.

Jeppson Wealth Management first reported a position in MA in Q3 2020 and held it in 1 quarter. The position peaked at $25K in Q3 2020. 2,447 funds tracked by Wall St. Rank hold MA as of Q4 2020.

Jeppson Wealth Management reported no remaining Mastercard position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 75 Mastercard shares in Q4 2020, an estimated $25K.
Jeppson Wealth Management first reported a position in Mastercard in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Mastercard position peaked at $25K in Q3 2020.
2,447 funds tracked by Wall St. Rank held Mastercard as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.