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Winslow Evans & Crocker’s Visa V Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$2.97M Buy
17,492
+4,815
+38% +$985K 0.56% 37
2020
Q3 		$2.54M Sell
12,677
-891
-7% -$178K 0.63% 33
2020
Q2 		$2.62M Buy
13,568
+1,334
+11% +$244K 0.7% 34
2020
Q1 		$1.97M Buy
12,234
+618
+5% +$116K 0.65% 37
2019
Q4 		$2.19M Buy
11,616
+54
+0.5% +$9.73K 0.56% 40
2019
Q3 		$1.99M Sell
11,562
-584
-5% -$104K 0.56% 39
2019
Q2 		$2.11M Buy
12,146
+1,388
+13% +$227K 0.59% 39
2019
Q1 		$1.68M Buy
10,758
+2,640
+33% +$380K 0.48% 50
2018
Q4 		$1.07M Buy
8,118
+2,014
+33% +$278K 0.36% 63
2018
Q3 		$918K Sell
6,104
-422
-6% -$60K 0.28% 87
2018
Q2 		$866K Buy
6,526
+120
+2% +$15.4K 0.27% 89
2018
Q1 		$766K Sell
6,406
-3,650
-36% -$442K 0.25% 94
2017
Q4 		$1.15M Hold
10,056
– – 0.37% 61
2017
Q3 		$1.06M Sell
10,056
-5,474
-35% -$555K 0.35% 65
2017
Q2 		$1.44M Buy
15,530
+10,334
+199% +$959K 0.4% 57
2017
Q1 		$462K Sell
5,196
-504
-9% -$43.4K 0.15% 154
2016
Q4 		$445K Sell
5,700
-3,088
-35% -$248K 0.14% 155
2016
Q3 		$727K Buy
8,788
+284
+3% +$22.7K 0.21% 103
2016
Q2 		$631K Hold
8,504
– – 0.19% 118
2016
Q1 		$650K Sell
8,504
-716
-8% -$52K 0.2% 106
2015
Q4 		$715K Buy
9,220
+5,436
+144% +$421K 0.2% 112
2015
Q3 		$264K Buy
3,784
+340
+10% +$24.3K 0.08% 234
2015
Q2 		$231K Hold
3,444
– – 0.07% 281
2015
Q1 		$225K Sell
3,444
-108
-3% -$7.14K 0.06% 282
2014
Q4 		$232K Sell
3,552
-344
-9% -$20.7K 0.07% 268
2014
Q3 		$207K Sell
3,896
-268
-6% -$14.4K 0.06% 300
2014
Q2 		$219K Buy
4,164
+40
+1% +$2.09K 0.07% 248
2014
Q1 		$223K Hold
4,124
– – 0.08% 250
2013
Q4 		$229K Buy
+4,124
New +$208K 0.08% 264

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Winslow Evans & Crocker's V Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Visa (V) stake by 38% in Q4 2020, buying an estimated $985K and bringing the position to 17,492 shares worth $2.97M. The position accounts for 0.56% of the portfolio, ranked #37.

Winslow Evans & Crocker first reported a position in V in Q4 2013 and has held it in 29 quarters since. 3,024 funds tracked by Wall St. Rank hold V as of Q4 2020.

  • Winslow Evans & Crocker held 17,492 shares of Visa worth $2.97M as of Q4 2020.
  • Winslow Evans & Crocker bought 4,815 Visa shares in Q4 2020, an estimated $985K.
  • Visa made up 0.56% of Winslow Evans & Crocker's portfolio in Q4 2020, its #37 holding.
  • Winslow Evans & Crocker first reported a position in Visa in Q4 2013 and has held it in 29 quarters since.
  • 3,024 funds tracked by Wall St. Rank held Visa as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.