LF
FOUR icon

Lee Financial’s Shift4 FOUR Stock Holding History

Lee Financial’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
2022
Q1 		– Sell
-18
Closed -$1K – 834
2021
Q4 		$1K Buy
+18
New +$1.14K ﹤0.01% 837

Other funds holding FOUR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee Financial's FOUR Position: Q1 2022 in Review

Lee Financial sold out of Shift4 (FOUR) in Q1 2022, closing a stake of 18 shares — an estimated $1K sold.

Lee Financial first reported a position in FOUR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 223 funds tracked by Wall St. Rank hold FOUR as of Q1 2022.

  • Lee Financial reported no remaining Shift4 position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 18 Shift4 shares in Q1 2022, an estimated $1K.
  • Lee Financial first reported a position in Shift4 in Q4 2021 and held it in 1 quarter.
  • Lee Financial's Shift4 position peaked at $1K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Shift4 as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.