Sugar Maple Asset Management’s Visa V Stock Holding History

Sugar Maple Asset 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
2025 Q1	–	Sell	-138	Closed	-$43.6K	–	449
2024 Q4	$43.6K	Buy	+138	New	+$41.5K	0.03%	131

Other funds holding V

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sugar Maple Asset Management's V Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Visa (V) in Q1 2025, closing a stake of 138 shares — an estimated $43.6K sold.

Sugar Maple Asset Management first reported a position in V in Q4 2024 and held it in 1 quarter. The position peaked at $43.6K in Q4 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

Sugar Maple Asset Management reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
Sugar Maple Asset Management sold 138 Visa shares in Q1 2025, an estimated $43.6K.
Sugar Maple Asset Management first reported a position in Visa in Q4 2024 and held it in 1 quarter.
Sugar Maple Asset Management's Visa position peaked at $43.6K in Q4 2024.
4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.