Swaine & Leidel Wealth Services’s Mastercard MA Stock Holding History

Swaine & Leidel Wealth Services’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
2021 Q3	$2.03M	Buy	+5,849	New	+$2.13M	1.79%	28

Other funds holding MA

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Swaine & Leidel Wealth Services's MA Position: Q3 2021 in Review

Swaine & Leidel Wealth Services opened a new position in Mastercard (MA) in Q3 2021: 5,849 shares worth $2.03M. The stake represents 1.79% of the portfolio and ranks #28 among its holdings.

2,446 funds tracked by Wall St. Rank hold MA as of Q3 2021.

Swaine & Leidel Wealth Services held 5,849 shares of Mastercard worth $2.03M as of Q3 2021.
Mastercard was a new Swaine & Leidel Wealth Services position in Q3 2021.
Mastercard made up 1.79% of Swaine & Leidel Wealth Services's portfolio in Q3 2021, its #28 holding.
2,446 funds tracked by Wall St. Rank held Mastercard as of Q3 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q3 2021, filed 8 Nov 2021.