Peterson Financial Group’s Mastercard MA Stock Holding History

Peterson Financial Group’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
2024 Q3	$67.5K	Buy	+137	New	+$63.7K	0.26%	75
2023 Q1	–	Sell	-3,333	Closed	-$1.16M	–	52
2022 Q4	$1.16M	Sell	3,333 -1,665	-33%	-$548K	1.53%	26
2022 Q3	$1.42M	Buy	4,998 +37	+0.7%	+$12.3K	1.38%	30
2022 Q2	$1.57M	Buy	4,961 +320	+7%	+$110K	1.47%	33
2022 Q1	$1.66M	Buy	4,641 +281	+6%	+$101K	1.37%	30
2021 Q4	$1.57M	Buy	+4,360	New	+$1.51M	1.28%	30

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Peterson Financial Group's MA Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Mastercard (MA) in Q3 2024: 137 shares worth $67.5K. The stake represents 0.26% of the portfolio and ranks #75 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in MA as recently as Q4 2022.

Peterson Financial Group first reported a position in MA in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.66M in Q1 2022. 3,137 funds tracked by Wall St. Rank hold MA as of Q3 2024.

Peterson Financial Group held 137 shares of Mastercard worth $67.5K as of Q3 2024.
Mastercard was a new Peterson Financial Group position in Q3 2024.
Mastercard made up 0.26% of Peterson Financial Group's portfolio in Q3 2024, its #75 holding.
Peterson Financial Group first reported a position in Mastercard in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Mastercard position peaked at $1.66M in Q1 2022.
3,137 funds tracked by Wall St. Rank held Mastercard as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.