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 |
|