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Barometer Capital Management’s Shift4 FOUR Stock Holding History

Barometer Capital 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
-22,190
Closed -$1.68M – 141
2023
Q1 		$1.68M Buy
+22,190
New +$1.43M 0.43% 54

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

Barometer Capital Management's FOUR Position: Q2 2023 in Review

Barometer Capital Management sold out of Shift4 (FOUR) in Q2 2023, closing a stake of 22,190 shares — an estimated $1.68M sold.

Barometer Capital Management first reported a position in FOUR in Q1 2023 and held it in 1 quarter. The position peaked at $1.68M in Q1 2023. 271 funds tracked by Wall St. Rank hold FOUR as of Q2 2023.

  • Barometer Capital Management reported no remaining Shift4 position as of Q2 2023 after selling out during the quarter.
  • Barometer Capital Management sold 22,190 Shift4 shares in Q2 2023, an estimated $1.68M.
  • Barometer Capital Management first reported a position in Shift4 in Q1 2023 and held it in 1 quarter.
  • Barometer Capital Management's Shift4 position peaked at $1.68M in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Shift4 as of Q2 2023.

Based on Barometer Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.