Eminence Capital’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,307,754
Closed -$121M 71
2021
Q4
$121M Sell
1,307,754
-602,160
-32% -$55.9M 1.15% 31
2021
Q3
$152M Sell
1,909,914
-370,638
-16% -$29.6M 2.06% 20
2021
Q2
$141M Sell
2,280,552
-90,690
-4% -$5.61M 1.74% 25
2021
Q1
$127M Sell
2,371,242
-429,624
-15% -$23.1M 1.58% 27
2020
Q4
$166M Buy
2,800,866
+221,988
+9% +$13.1M 1.55% 13
2020
Q3
$105M Sell
2,578,878
-663,294
-20% -$27.1M 1.03% 30
2020
Q2
$124M Buy
3,242,172
+48,696
+2% +$1.86M 1.23% 27
2020
Q1
$87.3M Buy
+3,193,476
New +$87.3M 0.95% 36