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Landmark Financial Advisors’s Mastercard MA Stock Holding History

Landmark Financial Advisors’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
Q4 		$404K Buy
947
+50
+6% +$20.1K 0.15% 63
2023
Q3 		$355K Buy
897
+50
+6% +$20.1K 0.14% 66
2023
Q2 		$333K Buy
847
+115
+16% +$43.2K 0.14% 69
2023
Q1 		$266K Buy
+732
New +$266K 0.12% 74

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Landmark Financial Advisors's MA Position: Q4 2023 in Review

Landmark Financial Advisors increased its Mastercard (MA) stake by 5.6% in Q4 2023, buying an estimated $20.1K and bringing the position to 947 shares worth $404K. The position accounts for 0.15% of the portfolio, ranked #63.

Landmark Financial Advisors first reported a position in MA in Q1 2023 and has held it in 4 quarters since. 3,038 funds tracked by Wall St. Rank hold MA as of Q4 2023.

  • Landmark Financial Advisors held 947 shares of Mastercard worth $404K as of Q4 2023.
  • Landmark Financial Advisors bought 50 Mastercard shares in Q4 2023, an estimated $20.1K.
  • Mastercard made up 0.15% of Landmark Financial Advisors's portfolio in Q4 2023, its #63 holding.
  • Landmark Financial Advisors first reported a position in Mastercard in Q1 2023 and has held it in 4 quarters since.
  • 3,038 funds tracked by Wall St. Rank held Mastercard as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.