AIM
FOUR icon

Aigen Investment Management’s Shift4 FOUR Stock Holding History

Aigen Investment Management’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,028
Closed -$1.67M – 826
2023
Q1 		$1.67M Buy
+22,028
New +$1.42M 0.23% 110
2022
Q2 		– Sell
-4,475
Closed -$277K – 597
2022
Q1 		$277K Buy
+4,475
New +$236K 0.05% 393
2021
Q3 		– Sell
-16,348
Closed -$1.53M – 536
2021
Q2 		$1.53M Buy
16,348
+5,011
+44% +$473K 0.27% 105
2021
Q1 		$930K Sell
11,337
-15,042
-57% -$1.17M 0.12% 187
2020
Q4 		$1.99M Buy
+26,379
New +$1.58M 0.26% 91

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Aigen Investment Management's FOUR Position: Q2 2023 in Review

Aigen Investment Management sold out of Shift4 (FOUR) in Q2 2023, closing a stake of 22,028 shares — an estimated $1.67M sold.

Aigen Investment Management first reported a position in FOUR in Q4 2020 and held it in 5 quarters. The position peaked at $1.99M in Q4 2020. 271 funds tracked by Wall St. Rank hold FOUR as of Q2 2023.

  • Aigen Investment Management reported no remaining Shift4 position as of Q2 2023 after selling out during the quarter.
  • Aigen Investment Management sold 22,028 Shift4 shares in Q2 2023, an estimated $1.67M.
  • Aigen Investment Management first reported a position in Shift4 in Q4 2020 and held it in 5 quarters.
  • Aigen Investment Management's Shift4 position peaked at $1.99M in Q4 2020.
  • 271 funds tracked by Wall St. Rank held Shift4 as of Q2 2023.

Based on Aigen Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.