Capstone Investment Advisors
FOUR icon

Capstone Investment Advisors’s Shift4 FOUR Stock Holding History

Capstone Investment 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
2023
Q4 		– Sell
-4,077
Closed -$226K – 2205
2023
Q3 		$226K Sell
4,077
-3,523
-46% -$215K ﹤0.01% 1746
2023
Q2 		$516K Buy
+7,600
New +$498K ﹤0.01% 1148
2021
Q2 		– Sell
-3,037
Closed -$249K – 1765
2021
Q1 		$249K Sell
3,037
-1,000
-25% -$77.9K ﹤0.01% 1394
2020
Q4 		$304K Buy
+4,037
New +$241K ﹤0.01% 1368

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capstone Investment Advisors's FOUR Position: Q4 2023 in Review

Capstone Investment Advisors sold out of Shift4 (FOUR) in Q4 2023, closing a stake of 4,077 shares — an estimated $226K sold.

Capstone Investment Advisors first reported a position in FOUR in Q4 2020 and held it in 4 quarters. The position peaked at $516K in Q2 2023. 308 funds tracked by Wall St. Rank hold FOUR as of Q4 2023.

  • Capstone Investment Advisors reported no remaining Shift4 position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,077 Shift4 shares in Q4 2023, an estimated $226K.
  • Capstone Investment Advisors first reported a position in Shift4 in Q4 2020 and held it in 4 quarters.
  • Capstone Investment Advisors's Shift4 position peaked at $516K in Q2 2023.
  • 308 funds tracked by Wall St. Rank held Shift4 as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.