Seven Post Investment Office’s Mastercard MA Stock Holding History

Seven Post Investment Office’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 Q4	–	Sell	-1,165	Closed	-$575K	–	51
2024 Q3	$575K	Hold	1,165	–	–	0.09%	39
2024 Q2	$514K	Hold	1,165	–	–	0.1%	40
2024 Q1	$561K	Hold	1,165	–	–	0.14%	39
2023 Q4	$497K	Hold	1,165	–	–	0.13%	41
2023 Q3	$461K	Hold	1,165	–	–	0.13%	41
2023 Q2	$458K	Hold	1,165	–	–	0.14%	41
2023 Q1	$423K	Hold	1,165	–	–	0.15%	38
2022 Q4	$405K	Hold	1,165	–	–	0.14%	38
2022 Q3	$331K	Hold	1,165	–	–	0.13%	37
2022 Q2	$368K	Hold	1,165	–	–	0.14%	37
2022 Q1	$416K	Hold	1,165	–	–	0.13%	37
2021 Q4	$419K	Hold	1,165	–	–	0.11%	36
2021 Q3	$405K	Hold	1,165	–	–	0.13%	36
2021 Q2	$425K	Hold	1,165	–	–	0.13%	34
2021 Q1	$415K	Sell	1,165 -60	-5%	-$20.9K	0.15%	29
2020 Q4	$437K	Buy	1,225 +60	+5%	+$20K	0.18%	29
2020 Q3	$394K	Hold	1,165	–	–	0.16%	31
2020 Q2	$344K	Hold	1,165	–	–	0.15%	33
2020 Q1	$281K	Hold	1,165	–	–	0.15%	30
2019 Q4	$348K	Hold	1,165	–	–	0.25%	19
2019 Q3	$316K	Hold	1,165	–	–	0.23%	16
2019 Q2	$308K	Hold	1,165	–	–	0.21%	18
2019 Q1	$274K	Hold	1,165	–	–	0.19%	18
2018 Q4	$220K	Hold	1,165	–	–	0.17%	20
2018 Q3	$259K	Buy	+1,165	New	+$243K	0.22%	15

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Seven Post Investment Office's MA Position: Q4 2024 in Review

Seven Post Investment Office sold out of Mastercard (MA) in Q4 2024, closing a stake of 1,165 shares — an estimated $575K sold.

Seven Post Investment Office first reported a position in MA in Q3 2018 and held it in 25 quarters. The position peaked at $575K in Q3 2024. 3,439 funds tracked by Wall St. Rank hold MA as of Q4 2024.

Seven Post Investment Office reported no remaining Mastercard position as of Q4 2024 after selling out during the quarter.
Seven Post Investment Office sold 1,165 Mastercard shares in Q4 2024, an estimated $575K.
Seven Post Investment Office first reported a position in Mastercard in Q3 2018 and held it in 25 quarters.
Seven Post Investment Office's Mastercard position peaked at $575K in Q3 2024.
3,439 funds tracked by Wall St. Rank held Mastercard as of Q4 2024.

Based on Seven Post Investment Office's 13F filing for Q4 2024, filed 16 Jan 2025.