Generation Investment Management’s Palo Alto Networks PANW Stock Holding History

Generation Investment Management’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
2024 Q1	–	Sell	-898,064	Closed	-$132M	–	43
2023 Q4	$132M	Sell	898,064 -1,764,342	-66%	-$236M	0.6%	32
2023 Q3	$312M	Sell	2,662,406 -2,463,036	-48%	-$291M	1.64%	25
2023 Q2	$655M	Sell	5,125,442 -58,360	-1%	-$6.07M	3.17%	13
2023 Q1	$518M	Buy	5,183,802 +838,822	+19%	+$71.1M	2.76%	17
2022 Q4	$303M	Sell	4,344,980 -32,026	-0.7%	-$2.57M	1.75%	25
2022 Q3	$358M	Sell	4,377,006 -23,886	-0.5%	-$2.07M	2.13%	21
2022 Q2	$362M	Buy	4,400,892 +2,927,952	+199%	+$260M	1.97%	24
2022 Q1	$153M	Sell	1,472,940 -4,389,042	-75%	-$393M	0.7%	35
2021 Q4	$544M	Sell	5,861,982 -3,825,414	-39%	-$331M	2.24%	23
2021 Q3	$773M	Sell	9,687,396 -1,228,416	-11%	-$86.3M	3.22%	11
2021 Q2	$675M	Sell	10,915,812 -2,480,070	-19%	-$147M	2.8%	15
2021 Q1	$719M	Sell	13,395,882 -2,871,102	-18%	-$171M	3.01%	17
2020 Q4	$964M	Sell	16,266,984 -2,614,608	-14%	-$122M	4.3%	7
2020 Q3	$770M	Sell	18,881,592 -1,156,902	-6%	-$48.1M	4.09%	9
2020 Q2	$767M	Buy	20,038,494 +5,044,476	+34%	+$178M	4.42%	7
2020 Q1	$410M	Buy	+14,994,018	New	+$523M	2.91%	13

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Generation Investment Management's PANW Position: Q1 2024 in Review

Generation Investment Management sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 898,064 shares — an estimated $132M sold.

Generation Investment Management first reported a position in PANW in Q1 2020 and held it in 16 quarters. The position peaked at $964M in Q4 2020. 1,899 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Generation Investment Management reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
Generation Investment Management sold 898,064 Palo Alto Networks shares in Q1 2024, an estimated $132M.
Generation Investment Management first reported a position in Palo Alto Networks in Q1 2020 and held it in 16 quarters.
Generation Investment Management's Palo Alto Networks position peaked at $964M in Q4 2020.
1,899 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Generation Investment Management's 13F filing for Q1 2024, filed 14 May 2024.