Current Value of Holding

$131 Million

Shares

374 Thousand

% of Portfolio

3.39%

Average Buy Price

$270

Avg closing price
Price range

2 Jeffrey Ubben Visa Trades

Jeffrey Ubben acquired 374 Thousand Visa shares worth $131 Million. That's 3.39% of their equity portfolio (8th largest holding). Jeffrey Ubben started to build up the position in Visa in Q3 2024. Since then they sold 374 Thousand shares. The stake costed the investor $101 Million, netting the investor a gain of 30% so far.

Avg closing price
Price range
Sold 50.0% shares (-374 Thousand shares) Q4 2024
Avg closing price $301.62
Price range $273.79 - $320.86
New holding (+747 Thousand shares) Q3 2024
Avg closing price $270.43
Price range $253.74 - $291.56

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