OCM
FOUR icon

Oribel Capital Management’s Shift4 FOUR Stock Holding History

Oribel 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
2022
Q4 		– Sell
-39,500
Closed -$1.76M – 98
2022
Q3 		$1.76M Buy
+39,500
New +$1.66M 0.24% 78
2022
Q1 		– Sell
-23,600
Closed -$1.37M – 154
2021
Q4 		$1.37M Sell
23,600
-10,190
-30% -$648K 0.05% 135
2021
Q3 		$2.62M Sell
33,790
-112,310
-77% -$9.69M 0.11% 121
2021
Q2 		$13.7M Buy
146,100
+29,478
+25% +$2.78M 0.8% 36
2021
Q1 		$9.56M Buy
116,622
+26,722
+30% +$2.08M 0.65% 32
2020
Q4 		$6.78M Sell
89,900
-44,900
-33% -$2.69M 0.88% 39
2020
Q3 		$6.52M Buy
+134,800
New +$5.99M 0.53% 47

Other funds holding FOUR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oribel Capital Management's FOUR Position: Q4 2022 in Review

Oribel Capital Management sold out of Shift4 (FOUR) in Q4 2022, closing a stake of 39,500 shares — an estimated $1.76M sold.

Oribel Capital Management first reported a position in FOUR in Q3 2020 and held it in 7 quarters. The position peaked at $13.7M in Q2 2021. 234 funds tracked by Wall St. Rank hold FOUR as of Q4 2022.

  • Oribel Capital Management reported no remaining Shift4 position as of Q4 2022 after selling out during the quarter.
  • Oribel Capital Management sold 39,500 Shift4 shares in Q4 2022, an estimated $1.76M.
  • Oribel Capital Management first reported a position in Shift4 in Q3 2020 and held it in 7 quarters.
  • Oribel Capital Management's Shift4 position peaked at $13.7M in Q2 2021.
  • 234 funds tracked by Wall St. Rank held Shift4 as of Q4 2022.

Based on Oribel Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.