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

Hillsdale 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
2023 Q4	–	Sell	-5,900	Closed	-$692K	–	622
2023 Q3	$692K	Buy	5,900 +900	+18%	+$107K	0.06%	209
2023 Q2	$639K	Sell	5,000 -740	-13%	-$77K	0.06%	207
2023 Q1	$573K	Sell	5,740 -640	-10%	-$54.2K	0.05%	288
2022 Q4	$445K	Sell	6,380 -200	-3%	-$16.1K	0.04%	370
2022 Q3	$539K	Sell	6,580 -200	-3%	-$17.3K	0.05%	305
2022 Q2	$558K	Buy	+6,780	New	+$601K	0.04%	305
2019 Q1	–	Sell	-11,400	Closed	-$358K	–	667
2018 Q4	$358K	Hold	11,400	–	–	0.04%	350
2018 Q3	$428K	Hold	11,400	–	–	0.06%	208
2018 Q2	$390K	Sell	11,400 -1,200	-10%	-$40K	0.05%	244
2018 Q1	$381K	Buy	+12,600	New	+$350K	0.05%	232

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

Hillsdale Investment Management's PANW Position: Q4 2023 in Review

Hillsdale Investment Management sold out of Palo Alto Networks (PANW) in Q4 2023, closing a stake of 5,900 shares — an estimated $692K sold.

Hillsdale Investment Management first reported a position in PANW in Q1 2018 and held it in 10 quarters. The position peaked at $692K in Q3 2023. 1,839 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Hillsdale Investment Management reported no remaining Palo Alto Networks position as of Q4 2023 after selling out during the quarter.
Hillsdale Investment Management sold 5,900 Palo Alto Networks shares in Q4 2023, an estimated $692K.
Hillsdale Investment Management first reported a position in Palo Alto Networks in Q1 2018 and held it in 10 quarters.
Hillsdale Investment Management's Palo Alto Networks position peaked at $692K in Q3 2023.
1,839 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Hillsdale Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.