Kula Investments’s Mastercard MA Stock Holding History

Kula Investments’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
2023 Q1	$2.03M	Buy	+5,593	New	+$2.03M	0.5%	13

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Kula Investments's MA Position: Q1 2023 in Review

Kula Investments opened a new position in Mastercard (MA) in Q1 2023: 5,593 shares worth $2.03M. The stake represents 0.5% of the portfolio and ranks #13 among its holdings.

2,730 funds tracked by Wall St. Rank hold MA as of Q1 2023.

Kula Investments held 5,593 shares of Mastercard worth $2.03M as of Q1 2023.
Mastercard was a new Kula Investments position in Q1 2023.
Mastercard made up 0.5% of Kula Investments's portfolio in Q1 2023, its #13 holding.
2,730 funds tracked by Wall St. Rank held Mastercard as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.