Ownership history in Kampmann Melissa S. Β· 10 quarters on record
This page tracks every 13F SEC filing in which Kampmann Melissa S. reported a position in MASTERCARD INCORPORATED (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 Kampmann Melissa S. underperformed the S&P 500 by β3.9% annually on this MA position. Timing score: 14% (1/7 decisions correct). Maximum drawdown during holding period: β8.3%.
β οΈ Trailed SPY by 3.9% ann. on this position.
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 7 add/trim decisions correct
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 8 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.14% 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