Migdal Insurance & Financial Holdings’s Shift4 FOUR Stock Holding History

Migdal Insurance & Financial Holdings’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
2026 Q1	$14.9K	Buy	+340	New	+$18.8K	﹤0.01%	334
2025 Q1	–	Sell	-1	Closed	–	–	438
2024 Q4	$0	Buy	+1	New	+$99	﹤0.01%	393
2023 Q4	–	Sell	-1	Closed	–	–	492
2023 Q3	$0	Sell	1 -10	-91%	-$610	﹤0.01%	501
2023 Q2	$1K	Sell	11 -13	-54%	-$852	﹤0.01%	477
2023 Q1	$2K	Buy	24 +15	+167%	+$966	﹤0.01%	497
2022 Q4	$1K	Sell	9 -3	-25%	-$142	﹤0.01%	512
2022 Q3	$1K	Buy	12 +1	+9%	+$42	﹤0.01%	509
2022 Q2	$0	Buy	+11	New	+$519	﹤0.01%	622
2022 Q1	–	Sell	-37	Closed	-$2K	–	636
2021 Q4	$2K	Buy	37 +15	+68%	+$953	﹤0.01%	665
2021 Q3	$2K	Buy	+22	New	+$1.9K	﹤0.01%	653

Other funds holding FOUR

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ensign Peak Advisors

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM