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Sadoff Investment Management’s Visa V Stock Holding History

Sadoff 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
2022
Q3 		$380K Sell
2,138
-48
-2% -$9.77K 0.03% 63
2022
Q2 		$430K Sell
2,186
-212
-9% -$43.8K 0.03% 61
2022
Q1 		$532K Buy
2,398
+38
+2% +$8.22K 0.03% 60
2021
Q4 		$511K Buy
2,360
+36
+2% +$7.73K 0.03% 67
2021
Q3 		$518K Sell
2,324
-312
-12% -$73.2K 0.04% 61
2021
Q2 		$616K Buy
2,636
+40
+2% +$9.14K 0.04% 60
2021
Q1 		$550K Sell
2,596
-100
-4% -$21K 0.04% 61
2020
Q4 		$590K Sell
2,696
-98
-4% -$20.1K 0.05% 58
2020
Q3 		$559K Hold
2,794
– – 0.05% 60
2020
Q2 		$540K Buy
2,794
+100
+4% +$18.3K 0.05% 59
2020
Q1 		$434K Hold
2,694
– – 0.05% 59
2019
Q4 		$506K Sell
2,694
-50
-2% -$9.01K 0.04% 61
2019
Q3 		$472K Sell
2,744
-50
-2% -$8.91K 0.04% 56
2019
Q2 		$485K Sell
2,794
-100
-3% -$16.4K 0.04% 58
2019
Q1 		$452K Buy
2,894
+200
+7% +$28.8K 0.04% 59
2018
Q4 		$355K Hold
2,694
– – 0.03% 66
2018
Q3 		$404K Sell
2,694
-50
-2% -$7.11K 0.03% 63
2018
Q2 		$363K Buy
2,744
+250
+10% +$32.2K 0.03% 67
2018
Q1 		$298K Hold
2,494
– – 0.03% 72
2017
Q4 		$284K Sell
2,494
-262
-10% -$28.9K 0.02% 72
2017
Q3 		$290K Hold
2,756
– – 0.03% 70
2017
Q2 		$258K Sell
2,756
-132
-5% -$12.3K 0.02% 61
2017
Q1 		$257K Buy
+2,888
New +$248K 0.02% 67

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sadoff Investment Management's V Position: Q3 2022 in Review

Sadoff Investment Management reduced its Visa (V) stake by 2.2% in Q3 2022, selling an estimated $9.77K and leaving 2,138 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #63.

Sadoff Investment Management first reported a position in V in Q1 2017 and has held it in 23 quarters since. The position peaked at $616K in Q2 2021. 3,176 funds tracked by Wall St. Rank hold V as of Q3 2022.

  • Sadoff Investment Management held 2,138 shares of Visa worth $380K as of Q3 2022.
  • Sadoff Investment Management sold 48 Visa shares in Q3 2022, an estimated $9.77K.
  • Visa made up 0.03% of Sadoff Investment Management's portfolio in Q3 2022, its #63 holding.
  • Sadoff Investment Management first reported a position in Visa in Q1 2017 and has held it in 23 quarters since.
  • Sadoff Investment Management's Visa position peaked at $616K in Q2 2021.
  • 3,176 funds tracked by Wall St. Rank held Visa as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.