Evelyn V. Moreno’s Palo Alto Networks PANW Stock Holding History

Evelyn V. Moreno’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	$3.49M	Sell	23,680 -43,722	-65%	-$5.85M	1.65%	14
2023 Q3	$7.9M	Sell	67,402 -1,172	-2%	-$139K	1.72%	18
2023 Q2	$8.76M	Sell	68,574 -1,120	-2%	-$117K	1.87%	12
2023 Q1	$6.96M	Buy	69,694 +5,284	+8%	+$448K	1.58%	20
2022 Q4	$4.49M	Buy	64,410 +33,090	+106%	+$2.66M	1.04%	41
2022 Q3	$2.56M	Sell	31,320 -35,016	-53%	-$3.03M	1.16%	28
2022 Q2	$5.46M	Sell	66,336 -7,908	-11%	-$701K	1.27%	31
2022 Q1	$7.7M	Buy	74,244 +60	+0.1%	+$5.37K	1.56%	28
2021 Q4	$6.88M	Buy	74,184 +48,462	+188%	+$4.19M	1.38%	33
2021 Q3	$2.05M	Buy	+25,722	New	+$1.81M	0.48%	50

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

Evelyn V. Moreno's PANW Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Palo Alto Networks (PANW) stake by 65% in Q4 2023, selling an estimated $5.85M and leaving 23,680 shares worth $3.49M. The position accounts for 1.65% of the portfolio, ranked #14.

Evelyn V. Moreno first reported a position in PANW in Q3 2021 and has held it in 10 quarters since. The position peaked at $8.76M in Q2 2023. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Evelyn V. Moreno held 23,680 shares of Palo Alto Networks worth $3.49M as of Q4 2023.
Evelyn V. Moreno sold 43,722 Palo Alto Networks shares in Q4 2023, an estimated $5.85M.
Palo Alto Networks made up 1.65% of Evelyn V. Moreno's portfolio in Q4 2023, its #14 holding.
Evelyn V. Moreno first reported a position in Palo Alto Networks in Q3 2021 and has held it in 10 quarters since.
Evelyn V. Moreno's Palo Alto Networks position peaked at $8.76M in Q2 2023.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.