Mader & Shannon Wealth Management’s Visa V Stock Holding History

Mader & Shannon Wealth Management’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
2021 Q3	–	Sell	-27,402	Closed	-$6.41M	–	26
2021 Q2	$6.41M	Buy	27,402 +288	+1%	+$65.8K	3.3%	14
2021 Q1	$5.74M	Buy	27,114 +18,484	+214%	+$3.89M	3.36%	13
2020 Q4	$1.89M	Buy	+8,630	New	+$1.77M	1.25%	21
2020 Q1	–	Sell	-6,860	Closed	-$1.29M	–	22
2019 Q4	$1.29M	Buy	6,860 +435	+7%	+$78.4K	1.04%	16
2019 Q3	$1.11M	Buy	+6,425	New	+$1.14M	0.88%	20
2015 Q3	–	Sell	-75,456	Closed	-$5.07M	–	15
2015 Q2	$5.07M	Buy	75,456 +5,998	+9%	+$406K	5.79%	7
2015 Q1	$4.54M	Buy	+69,458	New	+$4.59M	3.05%	15

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mader & Shannon Wealth Management's V Position: Q3 2021 in Review

Mader & Shannon Wealth Management sold out of Visa (V) in Q3 2021, closing a stake of 27,402 shares — an estimated $6.41M sold.

Mader & Shannon Wealth Management first reported a position in V in Q1 2015 and held it in 7 quarters. The position peaked at $6.41M in Q2 2021. 3,055 funds tracked by Wall St. Rank hold V as of Q3 2021.

Mader & Shannon Wealth Management reported no remaining Visa position as of Q3 2021 after selling out during the quarter.
Mader & Shannon Wealth Management sold 27,402 Visa shares in Q3 2021, an estimated $6.41M.
Mader & Shannon Wealth Management first reported a position in Visa in Q1 2015 and held it in 7 quarters.
Mader & Shannon Wealth Management's Visa position peaked at $6.41M in Q2 2021.
3,055 funds tracked by Wall St. Rank held Visa as of Q3 2021.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.