J.M. Hartwell’s Palo Alto Networks PANW Stock Holding History

J.M. Hartwell’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
2019 Q3	$3.67M	Sell	108,120 -4,320	-4%	-$153K	0.66%	19
2019 Q2	$3.82M	Sell	112,440 -12,930	-10%	-$484K	0.71%	17
2019 Q1	$5.08M	Sell	125,370 -2,010	-2%	-$74.5K	0.92%	17
2018 Q4	$4M	Buy	127,380 +37,380	+42%	+$1.17M	0.83%	18
2018 Q3	$3.38M	Sell	90,000 -55,200	-38%	-$2.01M	0.59%	22
2018 Q2	$4.97M	Buy	+145,200	New	+$4.84M	0.9%	19
2016 Q2	–	Sell	-165,450	Closed	-$4.5M	–	83
2016 Q1	$4.5M	Sell	165,450 -9,120	-5%	-$224K	1.09%	18
2015 Q4	$5.13M	Buy	174,570 +36,450	+26%	+$1.05M	1.19%	20
2015 Q3	$3.96M	Buy	138,120 +123,120	+821%	+$3.63M	0.9%	20
2015 Q2	$437K	Buy	+15,000	New	+$400K	0.09%	79

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J.M. Hartwell's PANW Position: Q3 2019 in Review

J.M. Hartwell reduced its Palo Alto Networks (PANW) stake by 3.8% in Q3 2019, selling an estimated $153K and leaving 108,120 shares worth $3.67M. The position accounts for 0.66% of the portfolio, ranked #19.

J.M. Hartwell first reported a position in PANW in Q2 2015 and has held it in 10 quarters since. The position peaked at $5.13M in Q4 2015. 744 funds tracked by Wall St. Rank hold PANW as of Q3 2019.

J.M. Hartwell held 108,120 shares of Palo Alto Networks worth $3.67M as of Q3 2019.
J.M. Hartwell sold 4,320 Palo Alto Networks shares in Q3 2019, an estimated $153K.
Palo Alto Networks made up 0.66% of J.M. Hartwell's portfolio in Q3 2019, its #19 holding.
J.M. Hartwell first reported a position in Palo Alto Networks in Q2 2015 and has held it in 10 quarters since.
J.M. Hartwell's Palo Alto Networks position peaked at $5.13M in Q4 2015.
744 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.