Bank Julius Baer & Co’s Shift4 FOUR Stock Holding History

Bank Julius Baer & Co’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
2022 Q1	–	Sell	-500	Closed	-$29K	–	654
2021 Q4	$29K	Buy	500 +300	+150%	+$19.1K	﹤0.01%	710
2021 Q3	$16K	Buy	200 +157	+365%	+$13.5K	﹤0.01%	756
2021 Q2	$4K	Sell	43 -5	-10%	-$472	﹤0.01%	802
2021 Q1	$4K	Buy	48 +8	+20%	+$623	﹤0.01%	798
2020 Q4	$3K	Buy	+40	New	+$2.39K	﹤0.01%	788

Other funds holding FOUR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Julius Baer & Co's FOUR Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of Shift4 (FOUR) in Q1 2022, closing a stake of 500 shares — an estimated $29K sold.

Bank Julius Baer & Co first reported a position in FOUR in Q4 2020 and held it in 5 quarters. The position peaked at $29K in Q4 2021. 223 funds tracked by Wall St. Rank hold FOUR as of Q1 2022.

Bank Julius Baer & Co reported no remaining Shift4 position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 500 Shift4 shares in Q1 2022, an estimated $29K.
Bank Julius Baer & Co first reported a position in Shift4 in Q4 2020 and held it in 5 quarters.
Bank Julius Baer & Co's Shift4 position peaked at $29K in Q4 2021.
223 funds tracked by Wall St. Rank held Shift4 as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.