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Neo Ivy Capital Management’s Shift4 FOUR Stock Holding History

Neo Ivy Capital Management’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
2025
Q1 		– Sell
-3
Closed – – 334
2024
Q4 		$0 Buy
+3
New +$298 ﹤0.01% 323
2022
Q4 		– Sell
-197
Closed -$9K – 415
2022
Q3 		$9K Sell
197
-846
-81% -$35.5K 0.02% 324
2022
Q2 		$34K Buy
+1,043
New +$49.2K 0.09% 269
2022
Q1 		– Sell
-60
Closed -$3K – 525
2021
Q4 		$3K Buy
+60
New +$3.81K ﹤0.01% 405

Other funds holding FOUR

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Neo Ivy Capital Management's FOUR Position: Q1 2025 in Review

Neo Ivy Capital Management sold out of Shift4 (FOUR) in Q1 2025, closing a stake of 3 shares.

Neo Ivy Capital Management first reported a position in FOUR in Q4 2021 and held it in 4 quarters. The position peaked at $34K in Q2 2022. 441 funds tracked by Wall St. Rank hold FOUR as of Q1 2025.

  • Neo Ivy Capital Management reported no remaining Shift4 position as of Q1 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 3 Shift4 shares in Q1 2025.
  • Neo Ivy Capital Management first reported a position in Shift4 in Q4 2021 and held it in 4 quarters.
  • Neo Ivy Capital Management's Shift4 position peaked at $34K in Q2 2022.
  • 441 funds tracked by Wall St. Rank held Shift4 as of Q1 2025.

Based on Neo Ivy Capital Management's 13F filing for Q1 2025, filed 6 May 2025.