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Mark Morris et al’s Visa V Stock Holding History

Mark Morris et al’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
2013
Q2 		$4.95M Buy
+108,368
New +$4.74M 1.78% 22

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Morris et al's V Position: Q2 2013 in Review

Mark Morris et al opened a new position in Visa (V) in Q2 2013: 108,368 shares worth $4.95M. The stake represents 1.78% of the portfolio and ranks #22 among its holdings.

1,051 funds tracked by Wall St. Rank hold V as of Q2 2013.

  • Mark Morris et al held 108,368 shares of Visa worth $4.95M as of Q2 2013.
  • Visa was a new Mark Morris et al position in Q2 2013.
  • Visa made up 1.78% of Mark Morris et al's portfolio in Q2 2013, its #22 holding.
  • 1,051 funds tracked by Wall St. Rank held Visa as of Q2 2013.

Based on Mark Morris et al's 13F filing for Q2 2013, filed 13 Aug 2013.