Morris Capital Advisors’s Visa V Stock Holding History

Morris Capital Advisors’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
2020 Q2	–	Sell	-1,561	Closed	-$252K	–	62
2020 Q1	$252K	Sell	1,561 -29	-2%	-$5.46K	0.27%	53
2019 Q4	$299K	Hold	1,590	–	–	0.25%	58
2019 Q3	$273K	Hold	1,590	–	–	0.24%	57
2019 Q2	$276K	Hold	1,590	–	–	0.23%	58
2019 Q1	$248K	Hold	1,590	–	–	0.19%	55
2018 Q4	$210K	Hold	1,590	–	–	0.18%	61
2018 Q3	$239K	Hold	1,590	–	–	0.16%	61
2018 Q2	$211K	Buy	+1,590	New	+$205K	0.15%	66
2018 Q1	–	Sell	-2,750	Closed	-$314K	–	77
2017 Q4	$314K	Hold	2,750	–	–	0.21%	62
2017 Q3	$289K	Hold	2,750	–	–	0.19%	62
2017 Q2	$258K	Hold	2,750	–	–	0.18%	65
2017 Q1	$244K	Hold	2,750	–	–	0.18%	68
2016 Q4	$215K	Hold	2,750	–	–	0.15%	72
2016 Q3	$227K	Hold	2,750	–	–	0.14%	67
2016 Q2	$204K	Buy	+2,750	New	+$215K	0.12%	65

Other funds holding V

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morris Capital Advisors's V Position: Q2 2020 in Review

Morris Capital Advisors sold out of Visa (V) in Q2 2020, closing a stake of 1,561 shares — an estimated $252K sold.

Morris Capital Advisors first reported a position in V in Q2 2016 and held it in 15 quarters. The position peaked at $314K in Q4 2017. 2,718 funds tracked by Wall St. Rank hold V as of Q2 2020.

Morris Capital Advisors reported no remaining Visa position as of Q2 2020 after selling out during the quarter.
Morris Capital Advisors sold 1,561 Visa shares in Q2 2020, an estimated $252K.
Morris Capital Advisors first reported a position in Visa in Q2 2016 and held it in 15 quarters.
Morris Capital Advisors's Visa position peaked at $314K in Q4 2017.
2,718 funds tracked by Wall St. Rank held Visa as of Q2 2020.

Based on Morris Capital Advisors's 13F filing for Q2 2020, filed 23 Jul 2020.