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IQ EQ Fund Management’s Shift4 FOUR Stock Holding History

IQ EQ 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
Q2 		– Sell
-3,311
Closed -$219K – 327
2024
Q1 		$219K Sell
3,311
-221
-6% -$16.6K 0.02% 284
2023
Q4 		$263K Buy
+3,532
New +$211K 0.03% 255
2023
Q3 		– Sell
-3,874
Closed -$263K – 248
2023
Q2 		$263K Sell
3,874
-852
-18% -$55.9K 0.05% 207
2023
Q1 		$358K Buy
4,726
+205
+5% +$13.2K 0.07% 171
2022
Q4 		$253K Sell
4,521
-551
-11% -$26K 0.05% 178
2022
Q3 		$226K Buy
+5,072
New +$213K 0.05% 183

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

IQ EQ Fund Management's FOUR Position: Q2 2024 in Review

IQ EQ Fund Management sold out of Shift4 (FOUR) in Q2 2024, closing a stake of 3,311 shares — an estimated $219K sold.

IQ EQ Fund Management first reported a position in FOUR in Q3 2022 and held it in 6 quarters. The position peaked at $358K in Q1 2023. 342 funds tracked by Wall St. Rank hold FOUR as of Q2 2024.

  • IQ EQ Fund Management reported no remaining Shift4 position as of Q2 2024 after selling out during the quarter.
  • IQ EQ Fund Management sold 3,311 Shift4 shares in Q2 2024, an estimated $219K.
  • IQ EQ Fund Management first reported a position in Shift4 in Q3 2022 and held it in 6 quarters.
  • IQ EQ Fund Management's Shift4 position peaked at $358K in Q1 2023.
  • 342 funds tracked by Wall St. Rank held Shift4 as of Q2 2024.

Based on IQ EQ Fund Management's 13F filing for Q2 2024, filed 29 Jul 2024.