MA MASTERCARD INCORPORATED

Ownership history in Summit X, LLC  ·  34 quarters on record

This page tracks every 13F SEC filing in which Summit X, LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
3.12% (2020 Q3)
Avg. % of fund
1.47%
First filed
2017 Q2
Last filed
2025 Q3
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 9,263 0% 0.97% $5.2M $567.21
2025 Q2 REDUCED 9,263 -122 -1.3% 0.97% $5.2M $559.60
2025 Q1 REDUCED 9,385 -370 -3.8% 1.08% $5.1M $544.97
2024 Q4 REDUCED 9,755 -236 -2.4% 1.14% $5.1M $522.78
2024 Q3 REDUCED 9,991 -481 -4.6% 1.07% $4.4M $489.59
2024 Q2 ADDED 10,472 +255 +2.5% 1.04% $4.6M $436.75
2024 Q1 ADDED 10,217 +101 +1.0% 1.26% $4.9M $476.10
2023 Q4 REDUCED 10,116 -59 -0.6% 1.23% $4.3M $421.00
2023 Q3 REDUCED 10,175 -5,804 -36.3% 1.28% $4.0M $390.23
2023 Q2 REDUCED 15,979 -310 -1.9% 1.53% $6.3M $387.10
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MA price (monthly, adj. close)
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