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Shulman DeMeo Asset Management’s Mastercard MA Stock Holding History

Shulman DeMeo Asset Management’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
-443
Closed -$219K – 128
2024
Q3 		$219K Buy
+443
New +$206K 0.05% 118

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shulman DeMeo Asset Management's MA Position: Q4 2024 in Review

Shulman DeMeo Asset Management sold out of Mastercard (MA) in Q4 2024, closing a stake of 443 shares — an estimated $219K sold.

Shulman DeMeo Asset Management first reported a position in MA in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 3,440 funds tracked by Wall St. Rank hold MA as of Q4 2024.

  • Shulman DeMeo Asset Management reported no remaining Mastercard position as of Q4 2024 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 443 Mastercard shares in Q4 2024, an estimated $219K.
  • Shulman DeMeo Asset Management first reported a position in Mastercard in Q3 2024 and held it in 1 quarter.
  • Shulman DeMeo Asset Management's Mastercard position peaked at $219K in Q3 2024.
  • 3,440 funds tracked by Wall St. Rank held Mastercard as of Q4 2024.

Based on Shulman DeMeo Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.