WCM Investment Management
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WCM Investment Management’s Mastercard MA Stock Holding History

WCM Investment Management’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
2024
Q4 		– Sell
-4,485
Closed -$2.21M – 311
2024
Q3 		$2.21M Sell
4,485
-1,651
-27% -$768K 0.01% 197
2024
Q2 		$2.72M Sell
6,136
-1,080
-15% -$492K 0.01% 185
2024
Q1 		$3.48M Sell
7,216
-516
-7% -$236K 0.01% 169
2023
Q4 		$3.3M Sell
7,732
-225
-3% -$90.4K 0.01% 179
2023
Q3 		$3.15M Sell
7,957
-128
-2% -$51.4K 0.01% 168
2023
Q2 		$3.18M Buy
8,085
+946
+13% +$355K 0.01% 173
2023
Q1 		$2.59M Buy
7,139
+106
+2% +$38.5K 0.01% 175
2022
Q4 		$2.45M Buy
7,033
+5,930
+538% +$1.95M 0.01% 182
2022
Q3 		$316K Buy
1,103
+36
+3% +$11.9K ﹤0.01% 190
2022
Q2 		$344K Sell
1,067
-267
-20% -$92K ﹤0.01% 198
2022
Q1 		$477K Buy
1,334
+313
+31% +$113K ﹤0.01% 191
2021
Q4 		$367K Buy
1,021
+244
+31% +$84.4K ﹤0.01% 198
2021
Q3 		$270K Buy
+777
New +$283K ﹤0.01% 202

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management's MA Position: Q4 2024 in Review

WCM Investment Management sold out of Mastercard (MA) in Q4 2024, closing a stake of 4,485 shares — an estimated $2.21M sold.

WCM Investment Management first reported a position in MA in Q3 2021 and held it in 13 quarters. The position peaked at $3.48M in Q1 2024. 3,439 funds tracked by Wall St. Rank hold MA as of Q4 2024.

  • WCM Investment Management reported no remaining Mastercard position as of Q4 2024 after selling out during the quarter.
  • WCM Investment Management sold 4,485 Mastercard shares in Q4 2024, an estimated $2.21M.
  • WCM Investment Management first reported a position in Mastercard in Q3 2021 and held it in 13 quarters.
  • WCM Investment Management's Mastercard position peaked at $3.48M in Q1 2024.
  • 3,439 funds tracked by Wall St. Rank held Mastercard as of Q4 2024.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.