JS Capital Management’s Palo Alto Networks PANW Stock Holding History

JS Capital 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 Q3	–	Sell	-108,000	Closed	-$13.8M	–	33
2023 Q2	$13.8M	Buy	108,000 +51,100	+90%	+$5.32M	1.81%	22
2023 Q1	$5.68M	Buy	+56,900	New	+$4.82M	1.03%	18
2020 Q1	–	Sell	-228,000	Closed	-$8.79M	–	176
2019 Q4	$8.79M	Buy	228,000 +114,000	+100%	+$4.31M	1.01%	23
2019 Q3	$3.87M	Sell	114,000 -84,000	-42%	-$2.97M	0.53%	25
2019 Q2	$6.72M	Buy	198,000 +48,000	+32%	+$1.8M	0.98%	20
2019 Q1	$6.07M	Buy	+150,000	New	+$5.56M	1.28%	18

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JS Capital Management's PANW Position: Q3 2023 in Review

JS Capital Management sold out of Palo Alto Networks (PANW) in Q3 2023, closing a stake of 108,000 shares — an estimated $13.8M sold.

JS Capital Management first reported a position in PANW in Q1 2019 and held it in 6 quarters. The position peaked at $13.8M in Q2 2023. 1,636 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

JS Capital Management reported no remaining Palo Alto Networks position as of Q3 2023 after selling out during the quarter.
JS Capital Management sold 108,000 Palo Alto Networks shares in Q3 2023, an estimated $13.8M.
JS Capital Management first reported a position in Palo Alto Networks in Q1 2019 and held it in 6 quarters.
JS Capital Management's Palo Alto Networks position peaked at $13.8M in Q2 2023.
1,636 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on JS Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.