PIM
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Partner Investment Management’s Visa V Stock Holding History

Partner Investment 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
2019
Q4 		– Sell
-4,427
Closed -$761K – 65
2019
Q3 		$761K Buy
+4,427
New +$789K 1.3% 31
2017
Q4 		– Sell
-4,502
Closed -$474K – 94
2017
Q3 		$474K Sell
4,502
-7,912
-64% -$802K 0.45% 61
2017
Q2 		$1.16M Buy
12,414
+6,421
+107% +$596K 1.56% 27
2017
Q1 		$533K Buy
+5,993
New +$516K 0.65% 57
2016
Q4 		– Sell
-13,901
Closed -$1.15M – 113
2016
Q3 		$1.15M Buy
13,901
+9,919
+249% +$794K 1.7% 19
2016
Q2 		$295K Buy
+3,982
New +$312K 0.48% 60
2015
Q1 		– Sell
-56,236
Closed -$3.69M – 99
2014
Q4 		$3.69M Buy
+56,236
New +$3.39M 1.5% 26
2013
Q3 		– Sell
-115,512
Closed -$5.28M – 89
2013
Q2 		$5.28M Buy
+115,512
New +$5.06M 1.19% 30

Other funds holding V

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Partner Investment Management's V Position: Q4 2019 in Review

Partner Investment Management sold out of Visa (V) in Q4 2019, closing a stake of 4,427 shares — an estimated $761K sold.

Partner Investment Management first reported a position in V in Q2 2013 and held it in 8 quarters. The position peaked at $5.28M in Q2 2013. 2,667 funds tracked by Wall St. Rank hold V as of Q4 2019.

  • Partner Investment Management reported no remaining Visa position as of Q4 2019 after selling out during the quarter.
  • Partner Investment Management sold 4,427 Visa shares in Q4 2019, an estimated $761K.
  • Partner Investment Management first reported a position in Visa in Q2 2013 and held it in 8 quarters.
  • Partner Investment Management's Visa position peaked at $5.28M in Q2 2013.
  • 2,667 funds tracked by Wall St. Rank held Visa as of Q4 2019.

Based on Partner Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.