SEC 13F Intelligence

Bartlett & Co. LLC / MA

Bartlett & Co. LLC’s Mastercard Incorporated Position

Does Bartlett & Co. LLC own Mastercard Incorporated (MA)? Yes338.0K shares worth $144M (+2.34% of its 13F portfolio) as of Q4 2023, down from 340.0K shares the prior filed quarter.

Position Value
$144M
Q4 2023
Shares
338.0K
% of Portfolio
+2.34%
Quarters Held
18
currently held

Position History MA

Reported value by quarter
Q1 ’19: $90MQ1 ’19Q2 ’19: $101MQ3 ’19: $103MQ1 ’20: $88MQ1 ’20Q2 ’20: $107MQ3 ’20: $121MQ4 ’20: $121MQ4 ’20Q1 ’21: $120MQ2 ’21: $122MQ3 ’21: $116MQ3 ’21Q1 ’22: $125MQ2 ’22: $110MQ3 ’22: $99MQ3 ’22Q4 ’22: $121MQ1 ’23: $126MQ2 ’23: $135MQ2 ’23Q3 ’23: $135MQ4 ’23: $144Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023338.0K$144M+2.34%
Q3 2023340.0K$135M+2.42%
Q2 2023344.2K$135M+2.34%
Q1 2023346.8K$126M+2.43%
Q4 2022349.3K$121M+2.44%
Q3 2022348.9K$99M+2.13%
Q2 2022348.1K$110M+2.22%
Q1 2022348.7K$125M+2.18%
Q3 2021332.4K$116M+2.20%
Q2 2021334.7K$122M+2.33%
Q1 2021336.8K$120M+2.41%
Q4 2020339.8K$121M+2.59%
Q3 2020359.0K$121M+2.85%
Q2 2020361.7K$107M+2.79%
Q1 2020364.6K$88M+2.68%
Q3 2019380.9K$103M+2.72%
Q2 2019382.3K$101M+3.77%
Q1 2019383.5K$90M+3.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bartlett & Co. LLC’s full portfolio or all institutional holders of MA.