Jupiter Asset Management’s Palo Alto Networks PANW Stock Holding History

Jupiter Asset 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	-58,160	Closed	-$7.43M	–	562
2023 Q2	$7.43M	Buy	+58,160	New	+$6.05M	0.08%	241
2022 Q4	–	Sell	-123,804	Closed	-$10.1M	–	542
2022 Q3	$10.1M	Sell	123,804 -44,910	-27%	-$3.89M	0.16%	179
2022 Q2	$13.9M	Buy	168,714 +11,094	+7%	+$984K	0.2%	145
2022 Q1	$16.4M	Buy	157,620 +7,932	+5%	+$710K	0.19%	150
2021 Q4	$14M	Sell	149,688 -18,036	-11%	-$1.56M	0.15%	176
2021 Q3	$13.4M	Buy	+167,724	New	+$11.8M	0.15%	173
2020 Q4	–	Sell	-139,080	Closed	-$5.67M	–	641
2020 Q3	$5.67M	Buy	139,080 +31,326	+29%	+$1.3M	0.06%	285
2020 Q2	$4.12M	Buy	+107,754	New	+$3.8M	0.14%	148
2019 Q3	–	Sell	-222,534	Closed	-$7.55M	–	224
2019 Q2	$7.55M	Buy	222,534 +78,150	+54%	+$2.92M	0.24%	107
2019 Q1	$5.84M	Buy	+144,384	New	+$5.36M	0.19%	132
2018 Q4	–	Sell	-721,716	Closed	-$27.1M	–	244
2018 Q3	$27.1M	Buy	721,716 +224,850	+45%	+$8.19M	0.78%	30
2018 Q2	$17M	Buy	+496,866	New	+$16.6M	0.5%	51

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

Jupiter Asset Management's PANW Position: Q3 2023 in Review

Jupiter Asset Management sold out of Palo Alto Networks (PANW) in Q3 2023, closing a stake of 58,160 shares — an estimated $7.43M sold.

Jupiter Asset Management first reported a position in PANW in Q2 2018 and held it in 12 quarters. The position peaked at $27.1M in Q3 2018. 1,637 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

Jupiter Asset Management reported no remaining Palo Alto Networks position as of Q3 2023 after selling out during the quarter.
Jupiter Asset Management sold 58,160 Palo Alto Networks shares in Q3 2023, an estimated $7.43M.
Jupiter Asset Management first reported a position in Palo Alto Networks in Q2 2018 and held it in 12 quarters.
Jupiter Asset Management's Palo Alto Networks position peaked at $27.1M in Q3 2018.
1,637 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Jupiter Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.