Lehman & Derafelo Financial Resources’s Mastercard MA Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	$877K	Buy	+2,521	New	+$830K	0.26%	49

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lehman & Derafelo Financial Resources's MA Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources opened a new position in Mastercard (MA) in Q4 2022: 2,521 shares worth $877K. The stake represents 0.26% of the portfolio and ranks #49 among its holdings.

2,706 funds tracked by Wall St. Rank hold MA as of Q4 2022.

Lehman & Derafelo Financial Resources held 2,521 shares of Mastercard worth $877K as of Q4 2022.
Mastercard was a new Lehman & Derafelo Financial Resources position in Q4 2022.
Mastercard made up 0.26% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #49 holding.
2,706 funds tracked by Wall St. Rank held Mastercard as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.