PP
FOUR icon

Paloma Partners’s Shift4 FOUR Stock Holding History

Paloma Partners’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
Q2 		– Sell
-1,841
Closed -$122K – 1319
2024
Q1 		$122K Buy
+1,841
New +$138K 0.01% 644
2021
Q4 		– Sell
-25,746
Closed -$2M – 1961
2021
Q3 		$2M Buy
25,746
+19,086
+287% +$1.65M 0.05% 232
2021
Q2 		$624K Buy
+6,660
New +$629K 0.01% 891
2020
Q4 		– Sell
-10,186
Closed -$493K – 1828
2020
Q3 		$493K Buy
+10,186
New +$452K 0.01% 1178

Other funds holding FOUR

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Paloma Partners's FOUR Position: Q2 2024 in Review

Paloma Partners sold out of Shift4 (FOUR) in Q2 2024, closing a stake of 1,841 shares — an estimated $122K sold.

Paloma Partners first reported a position in FOUR in Q3 2020 and held it in 4 quarters. The position peaked at $2M in Q3 2021. 342 funds tracked by Wall St. Rank hold FOUR as of Q2 2024.

  • Paloma Partners reported no remaining Shift4 position as of Q2 2024 after selling out during the quarter.
  • Paloma Partners sold 1,841 Shift4 shares in Q2 2024, an estimated $122K.
  • Paloma Partners first reported a position in Shift4 in Q3 2020 and held it in 4 quarters.
  • Paloma Partners's Shift4 position peaked at $2M in Q3 2021.
  • 342 funds tracked by Wall St. Rank held Shift4 as of Q2 2024.

Based on Paloma Partners's 13F filing for Q2 2024, filed 14 Aug 2024.