HSBC Holdings
FOUR icon

HSBC Holdings’s Shift4 FOUR Stock Holding History

HSBC Holdings’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
2023
Q3 		– Sell
-7,530
Closed -$513K – 2757
2023
Q2 		$513K Buy
+7,530
New +$494K ﹤0.01% 1967
2022
Q3 		– Sell
-6,022
Closed -$201K – 3037
2022
Q2 		$201K Sell
6,022
-774
-11% -$36.5K ﹤0.01% 2886
2022
Q1 		$423K Buy
6,796
+1,530
+29% +$80.7K ﹤0.01% 2535
2021
Q4 		$309K Buy
5,266
+417
+9% +$26.5K ﹤0.01% 2762
2021
Q3 		$378K Sell
4,849
-295
-6% -$25.4K ﹤0.01% 2424
2021
Q2 		$488K Buy
+5,144
New +$486K ﹤0.01% 2190
2021
Q1 		– Sell
-3,128
Closed -$234K – 2865
2020
Q4 		$234K Buy
+3,128
New +$187K ﹤0.01% 2721

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

HSBC Holdings's FOUR Position: Q3 2023 in Review

HSBC Holdings sold out of Shift4 (FOUR) in Q3 2023, closing a stake of 7,530 shares — an estimated $513K sold.

HSBC Holdings first reported a position in FOUR in Q4 2020 and held it in 7 quarters. The position peaked at $513K in Q2 2023. 252 funds tracked by Wall St. Rank hold FOUR as of Q3 2023.

  • HSBC Holdings reported no remaining Shift4 position as of Q3 2023 after selling out during the quarter.
  • HSBC Holdings sold 7,530 Shift4 shares in Q3 2023, an estimated $513K.
  • HSBC Holdings first reported a position in Shift4 in Q4 2020 and held it in 7 quarters.
  • HSBC Holdings's Shift4 position peaked at $513K in Q2 2023.
  • 252 funds tracked by Wall St. Rank held Shift4 as of Q3 2023.

Based on HSBC Holdings's 13F filing for Q3 2023, filed 13 Nov 2023.