Ownership history in Destination Wealth Management Β· 85 quarters on record
This page tracks every 13F SEC filing in which Destination Wealth Management reported a position in MASTERCARD INC Common (MA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Destination Wealth Management outperformed the S&P 500 by +13.1% annually on this MA position. Timing score: 49% (40/82 decisions correct). Average cost basis: $349.03. Maximum drawdown during holding period: β46.1%.
π₯ Exceptional β beat the S&P 500 by 13.1% per year on this position.
83 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
40 of 82 add/trim decisions correct
Best entry: $8.95 (2006 Q4) Β· Worst: $570.02 (2025 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
31 adds Β· 53 trims. Bought during 7 of 17 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.54% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size