Palo Capital’s Palo Alto Networks PANW Stock Holding History

Palo Capital’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
2018 Q4	$472K	Hold	15,030	–	–	0.2%	108
2018 Q3	$564K	Sell	15,030 -2,004	-12%	-$73K	0.2%	108
2018 Q2	$583K	Sell	17,034 -2,538	-13%	-$84.6K	0.21%	120
2018 Q1	$592K	Hold	19,572	–	–	0.22%	124
2017 Q4	$473K	Sell	19,572 -1,380	-7%	-$33.6K	0.21%	105
2017 Q3	$503K	Buy	20,952 +96	+0.5%	+$2.19K	0.27%	100
2017 Q2	$465K	Buy	20,856 +6,240	+43%	+$126K	0.26%	105
2017 Q1	$274K	Buy	14,616 +1,800	+14%	+$40.2K	0.16%	117
2016 Q4	$267K	Buy	+12,816	New	+$307K	0.17%	110

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Palo Capital's PANW Position: Q4 2018 in Review

Palo Capital held its Palo Alto Networks (PANW) position steady in Q4 2018 at 15,030 shares worth $472K. The position accounts for 0.2% of the portfolio, ranked #108.

Palo Capital first reported a position in PANW in Q4 2016 and has held it in 9 quarters since. The position peaked at $592K in Q1 2018. 742 funds tracked by Wall St. Rank hold PANW as of Q4 2018.

Palo Capital held 15,030 shares of Palo Alto Networks worth $472K as of Q4 2018.
Palo Capital left its Palo Alto Networks share count unchanged in Q4 2018.
Palo Alto Networks made up 0.2% of Palo Capital's portfolio in Q4 2018, its #108 holding.
Palo Capital first reported a position in Palo Alto Networks in Q4 2016 and has held it in 9 quarters since.
Palo Capital's Palo Alto Networks position peaked at $592K in Q1 2018.
742 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.