HFM
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Harvest Fund Management’s Shift4 FOUR Stock Holding History

Harvest Fund Management’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,216
Closed -$91.5K – 699
2023
Q4 		$90K Buy
+1,216
New +$72.5K 0.01% 350
2023
Q2 		– Sell
-2,424
Closed -$184K – 702
2023
Q1 		$184K Buy
2,424
+1,332
+122% +$85.8K 0.04% 225
2022
Q4 		$61K Buy
+1,092
New +$51.6K 0.02% 436

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvest Fund Management's FOUR Position: Q1 2024 in Review

Harvest Fund Management sold out of Shift4 (FOUR) in Q1 2024, closing a stake of 1,216 shares — an estimated $91.5K sold.

Harvest Fund Management first reported a position in FOUR in Q4 2022 and held it in 3 quarters. The position peaked at $184K in Q1 2023. 324 funds tracked by Wall St. Rank hold FOUR as of Q1 2024.

  • Harvest Fund Management reported no remaining Shift4 position as of Q1 2024 after selling out during the quarter.
  • Harvest Fund Management sold 1,216 Shift4 shares in Q1 2024, an estimated $91.5K.
  • Harvest Fund Management first reported a position in Shift4 in Q4 2022 and held it in 3 quarters.
  • Harvest Fund Management's Shift4 position peaked at $184K in Q1 2023.
  • 324 funds tracked by Wall St. Rank held Shift4 as of Q1 2024.

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