Team Hewins’s Mastercard MA Stock Holding History

Team Hewins’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
2023 Q4	–	Sell	-7,337	Closed	-$2.9M	–	40
2023 Q3	$2.9M	Buy	+7,337	New	+$2.95M	0.67%	23

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Team Hewins's MA Position: Q4 2023 in Review

Team Hewins sold out of Mastercard (MA) in Q4 2023, closing a stake of 7,337 shares — an estimated $2.9M sold.

Team Hewins first reported a position in MA in Q3 2023 and held it in 1 quarter. The position peaked at $2.9M in Q3 2023. 3,034 funds tracked by Wall St. Rank hold MA as of Q4 2023.

Team Hewins reported no remaining Mastercard position as of Q4 2023 after selling out during the quarter.
Team Hewins sold 7,337 Mastercard shares in Q4 2023, an estimated $2.9M.
Team Hewins first reported a position in Mastercard in Q3 2023 and held it in 1 quarter.
Team Hewins's Mastercard position peaked at $2.9M in Q3 2023.
3,034 funds tracked by Wall St. Rank held Mastercard as of Q4 2023.

Based on Team Hewins's 13F filing for Q4 2023, filed 9 Feb 2024.