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O'Neil Global Advisors’s Shift4 FOUR Stock Holding History

O'Neil Global Advisors’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
2024
Q4 		– Sell
-60,387
Closed -$5.35M – 48
2024
Q3 		$5.35M Buy
+60,387
New +$4.58M 1.37% 13
2023
Q2 		– Sell
-106,591
Closed -$8.08M – 89
2023
Q1 		$8.08M Buy
106,591
+25,359
+31% +$1.63M 4.17% 8
2022
Q4 		$4.54M Buy
+81,232
New +$3.84M 20.97% 1

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

O'Neil Global Advisors's FOUR Position: Q4 2024 in Review

O'Neil Global Advisors sold out of Shift4 (FOUR) in Q4 2024, closing a stake of 60,387 shares — an estimated $5.35M sold.

O'Neil Global Advisors first reported a position in FOUR in Q4 2022 and held it in 3 quarters. The position peaked at $8.08M in Q1 2023. 440 funds tracked by Wall St. Rank hold FOUR as of Q4 2024.

  • O'Neil Global Advisors reported no remaining Shift4 position as of Q4 2024 after selling out during the quarter.
  • O'Neil Global Advisors sold 60,387 Shift4 shares in Q4 2024, an estimated $5.35M.
  • O'Neil Global Advisors first reported a position in Shift4 in Q4 2022 and held it in 3 quarters.
  • O'Neil Global Advisors's Shift4 position peaked at $8.08M in Q1 2023.
  • 440 funds tracked by Wall St. Rank held Shift4 as of Q4 2024.

Based on O'Neil Global Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.