Creekmur Asset Management’s Shift4 FOUR Stock Holding History

Creekmur Asset Management’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
2024 Q1	–	Sell	-25	Closed	-$1.86K	–	864
2023 Q4	$1.86K	Buy	+25	New	+$1.49K	﹤0.01%	692

Other funds holding FOUR

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creekmur Asset Management's FOUR Position: Q1 2024 in Review

Creekmur Asset Management sold out of Shift4 (FOUR) in Q1 2024, closing a stake of 25 shares — an estimated $1.86K sold.

Creekmur Asset Management first reported a position in FOUR in Q4 2023 and held it in 1 quarter. The position peaked at $1.86K in Q4 2023. 324 funds tracked by Wall St. Rank hold FOUR as of Q1 2024.

Creekmur Asset Management reported no remaining Shift4 position as of Q1 2024 after selling out during the quarter.
Creekmur Asset Management sold 25 Shift4 shares in Q1 2024, an estimated $1.86K.
Creekmur Asset Management first reported a position in Shift4 in Q4 2023 and held it in 1 quarter.
Creekmur Asset Management's Shift4 position peaked at $1.86K in Q4 2023.
324 funds tracked by Wall St. Rank held Shift4 as of Q1 2024.

Based on Creekmur Asset Management's 13F filing for Q1 2024, filed 16 May 2024.