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FOUR icon

Altshuler Shaham’s Shift4 FOUR Stock Holding History

Altshuler Shaham’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
2021
Q3 		– Sell
-411
Closed -$39K – 564
2021
Q2 		$39K Buy
411
+83
+25% +$7.83K ﹤0.01% 488
2021
Q1 		$27K Buy
328
+65
+25% +$5.06K ﹤0.01% 363
2020
Q4 		$20K Buy
263
+130
+98% +$7.78K ﹤0.01% 334
2020
Q3 		$6K Buy
+133
New +$5.91K ﹤0.01% 369

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Altshuler Shaham's FOUR Position: Q3 2021 in Review

Altshuler Shaham sold out of Shift4 (FOUR) in Q3 2021, closing a stake of 411 shares — an estimated $39K sold.

Altshuler Shaham first reported a position in FOUR in Q3 2020 and held it in 4 quarters. The position peaked at $39K in Q2 2021. 227 funds tracked by Wall St. Rank hold FOUR as of Q3 2021.

  • Altshuler Shaham reported no remaining Shift4 position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 411 Shift4 shares in Q3 2021, an estimated $39K.
  • Altshuler Shaham first reported a position in Shift4 in Q3 2020 and held it in 4 quarters.
  • Altshuler Shaham's Shift4 position peaked at $39K in Q2 2021.
  • 227 funds tracked by Wall St. Rank held Shift4 as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.