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Underhill Investment Management’s Visa V Stock Holding History

Underhill Investment 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
2019
Q1 		$868K Sell
5,556
-153
-3% -$22K 0.46% 17
2018
Q4 		$753K Hold
5,709
– – 0.48% 17
2018
Q3 		$857K Hold
5,709
– – 0.42% 18
2018
Q2 		$756K Hold
5,709
– – 0.36% 17
2018
Q1 		$683K Buy
5,709
+631
+12% +$76.5K 0.33% 17
2017
Q4 		$579K Sell
5,078
-649
-11% -$71.7K 0.28% 19
2017
Q3 		$603K Hold
5,727
– – 0.33% 19
2017
Q2 		$537K Buy
+5,727
New +$532K 0.34% 18

Other funds holding V

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Underhill Investment Management's V Position: Q1 2019 in Review

Underhill Investment Management reduced its Visa (V) stake by 2.7% in Q1 2019, selling an estimated $22K and leaving 5,556 shares worth $868K. The position accounts for 0.46% of the portfolio, ranked #17.

Underhill Investment Management first reported a position in V in Q2 2017 and has held it in 8 quarters since. 2,358 funds tracked by Wall St. Rank hold V as of Q1 2019.

  • Underhill Investment Management held 5,556 shares of Visa worth $868K as of Q1 2019.
  • Underhill Investment Management sold 153 Visa shares in Q1 2019, an estimated $22K.
  • Visa made up 0.46% of Underhill Investment Management's portfolio in Q1 2019, its #17 holding.
  • Underhill Investment Management first reported a position in Visa in Q2 2017 and has held it in 8 quarters since.
  • 2,358 funds tracked by Wall St. Rank held Visa as of Q1 2019.

Based on Underhill Investment Management's 13F filing for Q1 2019, filed 5 Apr 2019.