Calamos Advisors
FOUR icon

Calamos Advisors’s Shift4 FOUR Stock Holding History

Calamos Advisors’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
Q4 		– Sell
-47,606
Closed -$3.69M – 1136
2021
Q3 		$3.69M Sell
47,606
-18,296
-28% -$1.58M 0.02% 684
2021
Q2 		$6.18M Sell
65,902
-8,255
-11% -$779K 0.03% 513
2021
Q1 		$6.08M Sell
74,157
-21,142
-22% -$1.65M 0.03% 486
2020
Q4 		$7.18M Buy
+95,299
New +$5.7M 0.04% 407

Other funds holding FOUR

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Calamos Advisors's FOUR Position: Q4 2021 in Review

Calamos Advisors sold out of Shift4 (FOUR) in Q4 2021, closing a stake of 47,606 shares — an estimated $3.69M sold.

Calamos Advisors first reported a position in FOUR in Q4 2020 and held it in 4 quarters. The position peaked at $7.18M in Q4 2020. 228 funds tracked by Wall St. Rank hold FOUR as of Q4 2021.

  • Calamos Advisors reported no remaining Shift4 position as of Q4 2021 after selling out during the quarter.
  • Calamos Advisors sold 47,606 Shift4 shares in Q4 2021, an estimated $3.69M.
  • Calamos Advisors first reported a position in Shift4 in Q4 2020 and held it in 4 quarters.
  • Calamos Advisors's Shift4 position peaked at $7.18M in Q4 2020.
  • 228 funds tracked by Wall St. Rank held Shift4 as of Q4 2021.

Based on Calamos Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.