JAM
FOUR icon

Jupiter Asset Management’s Shift4 FOUR Stock Holding History

Jupiter Asset 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
Q1 		– Sell
-47,453
Closed -$3.53M – 464
2023
Q4 		$3.53M Sell
47,453
-159,429
-77% -$9.51M 0.04% 282
2023
Q3 		$11.5M Buy
+206,882
New +$12.6M 0.13% 188
2021
Q4 		– Sell
-22,700
Closed -$1.76M – 583
2021
Q3 		$1.76M Buy
22,700
+19,073
+526% +$1.64M 0.02% 356
2021
Q2 		$339K Buy
+3,627
New +$342K ﹤0.01% 522

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jupiter Asset Management's FOUR Position: Q1 2024 in Review

Jupiter Asset Management sold out of Shift4 (FOUR) in Q1 2024, closing a stake of 47,453 shares — an estimated $3.53M sold.

Jupiter Asset Management first reported a position in FOUR in Q2 2021 and held it in 4 quarters. The position peaked at $11.5M in Q3 2023. 324 funds tracked by Wall St. Rank hold FOUR as of Q1 2024.

  • Jupiter Asset Management reported no remaining Shift4 position as of Q1 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 47,453 Shift4 shares in Q1 2024, an estimated $3.53M.
  • Jupiter Asset Management first reported a position in Shift4 in Q2 2021 and held it in 4 quarters.
  • Jupiter Asset Management's Shift4 position peaked at $11.5M in Q3 2023.
  • 324 funds tracked by Wall St. Rank held Shift4 as of Q1 2024.

Based on Jupiter Asset Management's 13F filing for Q1 2024, filed 10 May 2024.