Lord, Abbett & Co
FOUR icon

Lord, Abbett & Co’s Shift4 FOUR Stock Holding History

Lord, Abbett & Co’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
2023
Q3 		– Sell
-804,528
Closed -$54.6M – 547
2023
Q2 		$54.6M Buy
804,528
+5,672
+0.7% +$372K 0.19% 168
2023
Q1 		$60.6M Buy
798,856
+501,523
+169% +$32.3M 0.22% 147
2022
Q4 		$16.6M Buy
+297,333
New +$14.1M 0.06% 370
2022
Q3 		– Sell
-327,984
Closed -$10.8M – 580
2022
Q2 		$10.8M Buy
+327,984
New +$15.5M 0.04% 396
2021
Q4 		– Sell
-863,482
Closed -$66.9M – 639
2021
Q3 		$66.9M Sell
863,482
-294,127
-25% -$25.4M 0.16% 195
2021
Q2 		$108M Sell
1,157,609
-43,960
-4% -$4.15M 0.26% 111
2021
Q1 		$98.5M Sell
1,201,569
-123,300
-9% -$9.6M 0.25% 120
2020
Q4 		$99.9M Buy
1,324,869
+661,902
+100% +$39.6M 0.26% 113
2020
Q3 		$32.1M Buy
662,967
+279,277
+73% +$12.4M 0.1% 292
2020
Q2 		$13.6M Buy
+383,690
New +$14M 0.05% 429

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Lord, Abbett & Co's FOUR Position: Q3 2023 in Review

Lord, Abbett & Co sold out of Shift4 (FOUR) in Q3 2023, closing a stake of 804,528 shares — an estimated $54.6M sold.

Lord, Abbett & Co first reported a position in FOUR in Q2 2020 and held it in 10 quarters. The position peaked at $108M in Q2 2021. 252 funds tracked by Wall St. Rank hold FOUR as of Q3 2023.

  • Lord, Abbett & Co reported no remaining Shift4 position as of Q3 2023 after selling out during the quarter.
  • Lord, Abbett & Co sold 804,528 Shift4 shares in Q3 2023, an estimated $54.6M.
  • Lord, Abbett & Co first reported a position in Shift4 in Q2 2020 and held it in 10 quarters.
  • Lord, Abbett & Co's Shift4 position peaked at $108M in Q2 2021.
  • 252 funds tracked by Wall St. Rank held Shift4 as of Q3 2023.

Based on Lord, Abbett & Co's 13F filing for Q3 2023, filed 13 Nov 2023.