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Convergence Investment Partners’s Shift4 FOUR Stock Holding History

Convergence Investment Partners’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
Q3 		– Sell
-2,975
Closed -$202K – 171
2023
Q2 		$202K Buy
+2,975
New +$195K 0.12% 162

Other funds holding FOUR

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Convergence Investment Partners's FOUR Position: Q3 2023 in Review

Convergence Investment Partners sold out of Shift4 (FOUR) in Q3 2023, closing a stake of 2,975 shares — an estimated $202K sold.

Convergence Investment Partners first reported a position in FOUR in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 252 funds tracked by Wall St. Rank hold FOUR as of Q3 2023.

  • Convergence Investment Partners reported no remaining Shift4 position as of Q3 2023 after selling out during the quarter.
  • Convergence Investment Partners sold 2,975 Shift4 shares in Q3 2023, an estimated $202K.
  • Convergence Investment Partners first reported a position in Shift4 in Q2 2023 and held it in 1 quarter.
  • Convergence Investment Partners's Shift4 position peaked at $202K in Q2 2023.
  • 252 funds tracked by Wall St. Rank held Shift4 as of Q3 2023.

Based on Convergence Investment Partners's 13F filing for Q3 2023, filed 2 Nov 2023.