CG
FOUR icon

Cutler Group’s Shift4 FOUR Stock Holding History

Cutler Group’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 		$13K Sell
6,600
-7,700
-54% -$579K ﹤0.01% 1180
2023
Q4 		$12K Buy
14,300
+2,300
+19% +$137K ﹤0.01% 2281
2023
Q3 		$124K Buy
12,000
+1,700
+17% +$104K 0.01% 1005
2023
Q2 		$74K Sell
10,300
-11,800
-53% -$774K 0.01% 1085
2023
Q1 		$83K Buy
22,100
+12,400
+128% +$799K 0.01% 1067
2022
Q4 		$4K Buy
9,700
+1,900
+24% +$89.8K ﹤0.01% 3296
2022
Q3 		$20K Buy
7,800
+4,400
+129% +$185K ﹤0.01% 2609
2022
Q2 		$23K Sell
3,400
-1,500
-31% -$70.8K ﹤0.01% 2550
2022
Q1 		$27K Sell
4,900
-5,100
-51% -$269K ﹤0.01% 2788
2021
Q4 		$71K Buy
10,000
+7,200
+257% +$458K ﹤0.01% 2124
2021
Q3 		$23K Buy
+2,800
New +$241K ﹤0.01% 3219
2021
Q2 		– Sell
-5,300
Closed -$16K – 5895
2021
Q1 		$16K Buy
5,300
+4,600
+657% +$358K ﹤0.01% 3383
2020
Q4 		$2K Sell
700
-10,800
-94% -$646K ﹤0.01% 4148
2020
Q3 		$4K Buy
11,500
+5,400
+89% +$240K ﹤0.01% 3643
2020
Q2 		$84K Buy
+6,100
New +$223K 0.01% 1422

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cutler Group's FOUR Position: Q1 2024 in Review

Cutler Group increased its Shift4 (FOUR) stake by 93% in Q1 2024, buying an estimated $69.7K and bringing the position to 1,927 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #389.

Cutler Group first reported a position in FOUR in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.3M in Q3 2021. 324 funds tracked by Wall St. Rank hold FOUR as of Q1 2024.

  • Cutler Group held 1,927 shares of Shift4 worth $127K as of Q1 2024.
  • Cutler Group bought 927 Shift4 shares in Q1 2024, an estimated $69.7K.
  • Shift4 made up 0.04% of Cutler Group's portfolio in Q1 2024, its #389 holding.
  • Cutler Group first reported a position in Shift4 in Q2 2020 and has held it in 16 quarters since.
  • Cutler Group's Shift4 position peaked at $1.3M in Q3 2021.
  • 324 funds tracked by Wall St. Rank held Shift4 as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.