Birinyi Associates’s Palo Alto Networks PANW Stock Holding History

Birinyi Associates’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,100	Closed	-$426K	–	56
2022 Q4	$426K	Buy	6,100 +1,600	+36%	+$128K	0.2%	46
2022 Q3	$369K	Buy	4,500 +900	+25%	+$77.9K	0.17%	46
2022 Q2	$296K	Buy	+3,600	New	+$319K	0.13%	50
2022 Q1	–	Sell	-4,500	Closed	-$418K	–	64
2021 Q4	$418K	Buy	+4,500	New	+$389K	0.13%	51
2021 Q2	–	Sell	-12,000	Closed	-$644K	–	69
2021 Q1	$644K	Buy	+12,000	New	+$713K	0.25%	45

Other funds holding PANW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Birinyi Associates's PANW Position: Q1 2023 in Review

Birinyi Associates sold out of Palo Alto Networks (PANW) in Q1 2023, closing a stake of 6,100 shares — an estimated $426K sold.

Birinyi Associates first reported a position in PANW in Q1 2021 and held it in 5 quarters. The position peaked at $644K in Q1 2021. 1,470 funds tracked by Wall St. Rank hold PANW as of Q1 2023.

Birinyi Associates reported no remaining Palo Alto Networks position as of Q1 2023 after selling out during the quarter.
Birinyi Associates sold 6,100 Palo Alto Networks shares in Q1 2023, an estimated $426K.
Birinyi Associates first reported a position in Palo Alto Networks in Q1 2021 and held it in 5 quarters.
Birinyi Associates's Palo Alto Networks position peaked at $644K in Q1 2021.
1,470 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2023.

Based on Birinyi Associates's 13F filing for Q1 2023, filed 10 May 2023.