Standard Family Office’s Mastercard MA Stock Holding History

Standard Family 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
2022 Q4	–	Sell	-762	Closed	-$217K	–	259
2022 Q3	$217K	Hold	762	–	–	0.1%	32
2022 Q2	$240K	Buy	+762	New	+$262K	2.38%	10
2022 Q1	–	Sell	-951	Closed	-$342K	–	169
2021 Q4	$342K	Buy	+951	New	+$329K	3.03%	8
2021 Q3	–	Sell	-36	Closed	-$13K	–	331
2021 Q2	$13K	Hold	36	–	–	﹤0.01%	251
2021 Q1	$13K	Hold	36	–	–	﹤0.01%	311
2020 Q4	$13K	Buy	+36	New	+$12K	﹤0.01%	301

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Standard Family Office's MA Position: Q4 2022 in Review

Standard Family Office sold out of Mastercard (MA) in Q4 2022, closing a stake of 762 shares — an estimated $217K sold.

Standard Family Office first reported a position in MA in Q4 2020 and held it in 6 quarters. The position peaked at $342K in Q4 2021. 2,706 funds tracked by Wall St. Rank hold MA as of Q4 2022.

Standard Family Office reported no remaining Mastercard position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 762 Mastercard shares in Q4 2022, an estimated $217K.
Standard Family Office first reported a position in Mastercard in Q4 2020 and held it in 6 quarters.
Standard Family Office's Mastercard position peaked at $342K in Q4 2021.
2,706 funds tracked by Wall St. Rank held Mastercard as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.