Cramer Rosenthal McGlynn’s Palo Alto Networks PANW Stock Holding History

Cramer Rosenthal McGlynn’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
2018 Q4	–	Sell	-586,686	Closed	-$22M	–	145
2018 Q3	$22M	Sell	586,686 -152,244	-21%	-$5.54M	0.42%	86
2018 Q2	$25.3M	Sell	738,930 -574,476	-44%	-$19.2M	0.45%	83
2018 Q1	$39.7M	Sell	1,313,406 -156,660	-11%	-$4.35M	0.65%	74
2017 Q4	$35.5M	Buy	1,470,066 +31,260	+2%	+$761K	0.57%	73
2017 Q3	$34.6M	Sell	1,438,806 -19,218	-1%	-$438K	0.55%	76
2017 Q2	$32.5M	Sell	1,458,024 -1,475,514	-50%	-$29.8M	0.5%	85
2017 Q1	$55.1M	Sell	2,933,538 -576,546	-16%	-$12.9M	0.84%	41
2016 Q4	$73.2M	Buy	3,510,084 +832,410	+31%	+$19.9M	1.09%	20
2016 Q3	$71.1M	Buy	+2,677,674	New	+$61M	1.09%	17

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Cramer Rosenthal McGlynn's PANW Position: Q4 2018 in Review

Cramer Rosenthal McGlynn sold out of Palo Alto Networks (PANW) in Q4 2018, closing a stake of 586,686 shares — an estimated $22M sold.

Cramer Rosenthal McGlynn first reported a position in PANW in Q3 2016 and held it in 9 quarters. The position peaked at $73.2M in Q4 2016. 742 funds tracked by Wall St. Rank hold PANW as of Q4 2018.

Cramer Rosenthal McGlynn reported no remaining Palo Alto Networks position as of Q4 2018 after selling out during the quarter.
Cramer Rosenthal McGlynn sold 586,686 Palo Alto Networks shares in Q4 2018, an estimated $22M.
Cramer Rosenthal McGlynn first reported a position in Palo Alto Networks in Q3 2016 and held it in 9 quarters.
Cramer Rosenthal McGlynn's Palo Alto Networks position peaked at $73.2M in Q4 2016.
742 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2018.

Based on Cramer Rosenthal McGlynn's 13F filing for Q4 2018, filed 13 Feb 2019.