DTL
FOUR icon

Dynamic Technology Lab’s Shift4 FOUR Stock Holding History

Dynamic Technology Lab’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
Q2 		– Sell
-22,852
Closed -$1.51M – 1100
2024
Q1 		$1.51M Buy
22,852
+1,295
+6% +$97.4K 0.16% 188
2023
Q4 		$1.6M Buy
+21,557
New +$1.29M 0.17% 174
2023
Q2 		– Sell
-8,110
Closed -$615K – 1126
2023
Q1 		$615K Buy
+8,110
New +$522K 0.06% 556
2022
Q1 		– Sell
-4,321
Closed -$250K – 1237
2021
Q4 		$250K Buy
+4,321
New +$275K 0.03% 877
2020
Q4 		– Sell
-5,173
Closed -$250K – 1103
2020
Q3 		$250K Buy
+5,173
New +$230K 0.04% 731

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dynamic Technology Lab's FOUR Position: Q2 2024 in Review

Dynamic Technology Lab sold out of Shift4 (FOUR) in Q2 2024, closing a stake of 22,852 shares — an estimated $1.51M sold.

Dynamic Technology Lab first reported a position in FOUR in Q3 2020 and held it in 5 quarters. The position peaked at $1.6M in Q4 2023. 342 funds tracked by Wall St. Rank hold FOUR as of Q2 2024.

  • Dynamic Technology Lab reported no remaining Shift4 position as of Q2 2024 after selling out during the quarter.
  • Dynamic Technology Lab sold 22,852 Shift4 shares in Q2 2024, an estimated $1.51M.
  • Dynamic Technology Lab first reported a position in Shift4 in Q3 2020 and held it in 5 quarters.
  • Dynamic Technology Lab's Shift4 position peaked at $1.6M in Q4 2023.
  • 342 funds tracked by Wall St. Rank held Shift4 as of Q2 2024.

Based on Dynamic Technology Lab's 13F filing for Q2 2024, filed 15 Aug 2024.