Horizon Investment Services’s Shift4 FOUR Stock Holding History

Horizon Investment Services’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 Q2	–	Sell	-8,287	Closed	-$548K	–	118
2024 Q1	$548K	Buy	+8,287	New	+$623K	0.27%	71

Other funds holding FOUR

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Horizon Investment Services's FOUR Position: Q2 2024 in Review

Horizon Investment Services sold out of Shift4 (FOUR) in Q2 2024, closing a stake of 8,287 shares — an estimated $548K sold.

Horizon Investment Services first reported a position in FOUR in Q1 2024 and held it in 1 quarter. The position peaked at $548K in Q1 2024. 342 funds tracked by Wall St. Rank hold FOUR as of Q2 2024.

Horizon Investment Services reported no remaining Shift4 position as of Q2 2024 after selling out during the quarter.
Horizon Investment Services sold 8,287 Shift4 shares in Q2 2024, an estimated $548K.
Horizon Investment Services first reported a position in Shift4 in Q1 2024 and held it in 1 quarter.
Horizon Investment Services's Shift4 position peaked at $548K in Q1 2024.
342 funds tracked by Wall St. Rank held Shift4 as of Q2 2024.

Based on Horizon Investment Services's 13F filing for Q2 2024, filed 5 Aug 2024.