Desjardins Global Asset Management’s Palo Alto Networks PANW Stock Holding History

Desjardins Global Asset Management’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
2023 Q4	$9.18M	Sell	62,282 -6,998	-10%	-$936K	0.99%	15
2023 Q3	$8.12M	Sell	69,280 -31,480	-31%	-$3.73M	0.88%	15
2023 Q2	$12.9M	Sell	100,760 -65,136	-39%	-$6.78M	1.48%	8
2023 Q1	$16.6M	Buy	165,896 +109,520	+194%	+$9.28M	2.09%	7
2022 Q4	$3.93M	Buy	56,376 +22,474	+66%	+$1.8M	0.62%	17
2022 Q3	$2.78M	Sell	33,902 -20,974	-38%	-$1.82M	0.35%	51
2022 Q2	$4.52M	Buy	54,876 +52,962	+2,767%	+$4.7M	0.59%	28
2022 Q1	$198K	Sell	1,914 -120	-6%	-$10.7K	0.02%	354
2021 Q4	$188K	Buy	+2,034	New	+$176K	0.02%	367

Other funds holding PANW

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Desjardins Global Asset Management's PANW Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Palo Alto Networks (PANW) stake by 10% in Q4 2023, selling an estimated $936K and leaving 62,282 shares worth $9.18M. The position accounts for 0.99% of the portfolio, ranked #15.

Desjardins Global Asset Management first reported a position in PANW in Q4 2021 and has held it in 9 quarters since. The position peaked at $16.6M in Q1 2023. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Desjardins Global Asset Management held 62,282 shares of Palo Alto Networks worth $9.18M as of Q4 2023.
Desjardins Global Asset Management sold 6,998 Palo Alto Networks shares in Q4 2023, an estimated $936K.
Palo Alto Networks made up 0.99% of Desjardins Global Asset Management's portfolio in Q4 2023, its #15 holding.
Desjardins Global Asset Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Palo Alto Networks position peaked at $16.6M in Q1 2023.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.