D.L. Carlson Investment Group’s Palo Alto Networks PANW Stock Holding History

D.L. Carlson Investment Group’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
2021 Q1	–	Sell	-40,068	Closed	-$2.37M	–	153
2020 Q4	$2.37M	Sell	40,068 -1,890	-5%	-$88.3K	0.43%	70
2020 Q3	$1.71M	Buy	+41,958	New	+$1.75M	0.36%	72
2020 Q1	–	Sell	-43,572	Closed	-$1.68M	–	158
2019 Q4	$1.68M	Sell	43,572 -420	-1%	-$15.9K	0.49%	69
2019 Q3	$1.49M	Sell	43,992 -1,830	-4%	-$64.8K	0.47%	69
2019 Q2	$1.56M	Sell	45,822 -116,628	-72%	-$4.36M	0.48%	72
2019 Q1	$6.58M	Buy	162,450 +228	+0.1%	+$8.46K	1.92%	8
2018 Q4	$5.09M	Sell	162,222 -61,068	-27%	-$1.9M	1.69%	10
2018 Q3	$8.38M	Buy	223,290 +1,782	+0.8%	+$64.9K	2.36%	4
2018 Q2	$7.59M	Sell	221,508 -738	-0.3%	-$24.6K	2.32%	5
2018 Q1	$6.72M	Buy	222,246 +54,336	+32%	+$1.51M	2.12%	7
2017 Q4	$4.06M	Buy	+167,910	New	+$4.08M	1.2%	33
2016 Q3	–	Sell	-46,710	Closed	-$955K	–	132
2016 Q2	$955K	Hold	46,710	–	–	0.34%	88
2016 Q1	$1.27M	Buy	+46,710	New	+$1.15M	0.47%	77

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.L. Carlson Investment Group's PANW Position: Q1 2021 in Review

D.L. Carlson Investment Group sold out of Palo Alto Networks (PANW) in Q1 2021, closing a stake of 40,068 shares — an estimated $2.37M sold.

D.L. Carlson Investment Group first reported a position in PANW in Q1 2016 and held it in 13 quarters. The position peaked at $8.38M in Q3 2018. 964 funds tracked by Wall St. Rank hold PANW as of Q1 2021.

D.L. Carlson Investment Group reported no remaining Palo Alto Networks position as of Q1 2021 after selling out during the quarter.
D.L. Carlson Investment Group sold 40,068 Palo Alto Networks shares in Q1 2021, an estimated $2.37M.
D.L. Carlson Investment Group first reported a position in Palo Alto Networks in Q1 2016 and held it in 13 quarters.
D.L. Carlson Investment Group's Palo Alto Networks position peaked at $8.38M in Q3 2018.
964 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2021.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2021, filed 11 May 2021.