AG
FOUR icon

Algert Global’s Shift4 FOUR Stock Holding History

Algert Global’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
2025
Q1 		– Sell
-14,933
Closed -$1.55M – 1235
2024
Q4 		$1.55M Buy
+14,933
New +$1.48M 0.04% 684
2024
Q3 		– Sell
-15,211
Closed -$1.12M – 1318
2024
Q2 		$1.12M Buy
15,211
+4,241
+39% +$281K 0.04% 656
2024
Q1 		$725K Hold
10,970
– – 0.03% 696
2023
Q4 		$816K Buy
+10,970
New +$654K 0.03% 673
2023
Q1 		– Sell
-5,940
Closed -$332K – 1193
2022
Q4 		$332K Buy
+5,940
New +$281K 0.02% 915

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Algert Global's FOUR Position: Q1 2025 in Review

Algert Global sold out of Shift4 (FOUR) in Q1 2025, closing a stake of 14,933 shares — an estimated $1.55M sold.

Algert Global first reported a position in FOUR in Q4 2022 and held it in 5 quarters. The position peaked at $1.55M in Q4 2024. 441 funds tracked by Wall St. Rank hold FOUR as of Q1 2025.

  • Algert Global reported no remaining Shift4 position as of Q1 2025 after selling out during the quarter.
  • Algert Global sold 14,933 Shift4 shares in Q1 2025, an estimated $1.55M.
  • Algert Global first reported a position in Shift4 in Q4 2022 and held it in 5 quarters.
  • Algert Global's Shift4 position peaked at $1.55M in Q4 2024.
  • 441 funds tracked by Wall St. Rank held Shift4 as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.