Marvin & Palmer Associates’s Palo Alto Networks PANW Stock Holding History

Marvin & Palmer Associates’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
2024 Q1	–	Sell	-15,300	Closed	-$2.26M	–	32
2023 Q4	$2.26M	Buy	+15,300	New	+$2.05M	2.52%	25
2022 Q4	–	Sell	-95,398	Closed	-$7.81M	–	29
2022 Q3	$7.81M	Sell	95,398 -5,318	-5%	-$461K	4.79%	9
2022 Q2	$8.29M	Sell	100,716 -4,890	-5%	-$434K	4.27%	12
2022 Q1	$11M	Buy	105,606 +15,882	+18%	+$1.42M	4.93%	5
2021 Q4	$8.33M	Buy	+89,724	New	+$7.76M	3.56%	17
2016 Q3	–	Sell	-61,800	Closed	-$1.26M	–	43
2016 Q2	$1.26M	Sell	61,800 -7,800	-11%	-$181K	1.71%	32
2016 Q1	$1.89M	Buy	+69,600	New	+$1.71M	2.2%	22

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marvin & Palmer Associates's PANW Position: Q1 2024 in Review

Marvin & Palmer Associates sold out of Palo Alto Networks (PANW) in Q1 2024, closing a stake of 15,300 shares — an estimated $2.26M sold.

Marvin & Palmer Associates first reported a position in PANW in Q1 2016 and held it in 7 quarters. The position peaked at $11M in Q1 2022. 1,900 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Marvin & Palmer Associates reported no remaining Palo Alto Networks position as of Q1 2024 after selling out during the quarter.
Marvin & Palmer Associates sold 15,300 Palo Alto Networks shares in Q1 2024, an estimated $2.26M.
Marvin & Palmer Associates first reported a position in Palo Alto Networks in Q1 2016 and held it in 7 quarters.
Marvin & Palmer Associates's Palo Alto Networks position peaked at $11M in Q1 2022.
1,900 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Marvin & Palmer Associates's 13F filing for Q1 2024, filed 13 May 2024.