Ownership history in WD RUTHERFORD LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which WD RUTHERFORD LLC reported a position in Mastercard Inc. (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 WD RUTHERFORD LLC underperformed the S&P 500 by β3.4% annually on this MA position. Timing score: 35% (7/20 decisions correct). Average cost basis: $355.71. Maximum drawdown during holding period: β21.6%.
β οΈ Trailed SPY by 3.4% ann. on this position.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 20 add/trim decisions correct
Best entry: $308.55 (2022 Q2) Β· Worst: $570.02 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 13 trims. Bought during 3 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.08% 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