Private Vista’s Mastercard MA Stock Holding History

Private Vista’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
2020 Q1	–	Sell	-682	Closed	-$204K	–	154
2019 Q4	$204K	Buy	+682	New	+$192K	0.06%	142

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Private Vista's MA Position: Q1 2020 in Review

Private Vista sold out of Mastercard (MA) in Q1 2020, closing a stake of 682 shares — an estimated $204K sold.

Private Vista first reported a position in MA in Q4 2019 and held it in 1 quarter. The position peaked at $204K in Q4 2019. 2,131 funds tracked by Wall St. Rank hold MA as of Q1 2020.

Private Vista reported no remaining Mastercard position as of Q1 2020 after selling out during the quarter.
Private Vista sold 682 Mastercard shares in Q1 2020, an estimated $204K.
Private Vista first reported a position in Mastercard in Q4 2019 and held it in 1 quarter.
Private Vista's Mastercard position peaked at $204K in Q4 2019.
2,131 funds tracked by Wall St. Rank held Mastercard as of Q1 2020.

Based on Private Vista's 13F filing for Q1 2020, filed 4 May 2020.