SEC 13F Intelligence

Rikoon Group, LLC / V

Rikoon Group, LLC’s Visa Inc Position

Does Rikoon Group, LLC own Visa Inc (V)? Yes — 23.0K shares worth $5M (+1.29% of its 13F portfolio) as of Q1 2021, up from 22.8K shares the prior filed quarter.

Position Value
$5M
Q1 2021
Shares
23.0K
% of Portfolio
+1.29%
Quarters Held
10
currently held

Position History V

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ2 ’19Q3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202123.0K$5M+1.29%
Q4 202022.8K$5M+1.39%
Q3 202023.0K$5M+1.42%
Q2 202023.2K$4M+1.49%
Q1 202023.1K$4M+1.54%
Q4 201917.0K$3M+1.10%
Q3 201917.0K$3M+1.09%
Q2 201917.2K$3M+1.11%
Q1 201917.8K$3M+1.03%
Q4 201817.6K$2M+0.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rikoon Group, LLC’s full portfolio or all institutional holders of V.