Fund Management at Engine No 1’s Palo Alto Networks PANW Stock Holding History

Fund Management at Engine No 1’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	–	Sell	-8,748	Closed	-$1.03M	–	306
2023 Q3	$1.03M	Buy	8,748 +870	+11%	+$103K	0.16%	127
2023 Q2	$1.01M	Buy	7,878 +542	+7%	+$56.4K	0.19%	119
2023 Q1	$733K	Buy	7,336 +722	+11%	+$61.2K	0.15%	138
2022 Q4	$461K	Buy	6,614 +868	+15%	+$69.7K	0.11%	181
2022 Q3	$471K	Sell	5,746 -218	-4%	-$18.9K	0.14%	152
2022 Q2	$491K	Buy	5,964 +954	+19%	+$84.6K	0.13%	160
2022 Q1	$520K	Buy	+5,010	New	+$448K	0.13%	152

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

Fund Management at Engine No 1's PANW Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Palo Alto Networks (PANW) in Q4 2023, closing a stake of 8,748 shares — an estimated $1.03M sold.

Fund Management at Engine No 1 first reported a position in PANW in Q1 2022 and held it in 7 quarters. The position peaked at $1.03M in Q3 2023. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Palo Alto Networks position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 8,748 Palo Alto Networks shares in Q4 2023, an estimated $1.03M.
Fund Management at Engine No 1 first reported a position in Palo Alto Networks in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Palo Alto Networks position peaked at $1.03M in Q3 2023.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.