UID
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Union Investments & Development’s Visa V Stock Holding History

Union Investments & Development’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
2024
Q2 		– Sell
-625
Closed -$174K – 34
2024
Q1 		$174K Hold
625
– – 0.79% 25
2023
Q4 		$163K Hold
625
– – 0.15% 26
2023
Q3 		$144K Hold
625
– – 0.08% 28
2023
Q2 		$148K Buy
+625
New +$143K 0.07% 30

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Fidelity Investments
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Union Investments & Development's V Position: Q2 2024 in Review

Union Investments & Development sold out of Visa (V) in Q2 2024, closing a stake of 625 shares — an estimated $174K sold.

Union Investments & Development first reported a position in V in Q2 2023 and held it in 4 quarters. The position peaked at $174K in Q1 2024. 3,835 funds tracked by Wall St. Rank hold V as of Q2 2024.

  • Union Investments & Development reported no remaining Visa position as of Q2 2024 after selling out during the quarter.
  • Union Investments & Development sold 625 Visa shares in Q2 2024, an estimated $174K.
  • Union Investments & Development first reported a position in Visa in Q2 2023 and held it in 4 quarters.
  • Union Investments & Development's Visa position peaked at $174K in Q1 2024.
  • 3,835 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Union Investments & Development's 13F filing for Q2 2024, filed 8 Aug 2024.