PVH
FOUR icon

Psagot Value Holdings’s Shift4 FOUR Stock Holding History

Psagot Value Holdings’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
Q1 		– Sell
-1,000
Closed -$75K – 280
2023
Q4 		$75K Hold
1,000
– – 0.03% 210
2023
Q3 		$55K Hold
1,000
– – 0.03% 238
2023
Q2 		$66K Hold
1,000
– – 0.03% 231
2023
Q1 		$72K Hold
1,000
– – 0.03% 235
2022
Q4 		$56K Hold
1,000
– – 0.02% 265
2022
Q3 		$45K Hold
1,000
– – 0.01% 259
2022
Q2 		$33K Sell
1,000
-1,400
-58% -$66.1K 0.01% 244
2022
Q1 		$149K Sell
2,400
-1,875
-44% -$98.9K 0.03% 226
2021
Q4 		$248K Hold
4,275
– – 0.05% 205
2021
Q3 		$331K Hold
4,275
– – 0.06% 213
2021
Q2 		$401K Buy
+4,275
New +$403K 0.01% 236

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Psagot Value Holdings's FOUR Position: Q1 2024 in Review

Psagot Value Holdings sold out of Shift4 (FOUR) in Q1 2024, closing a stake of 1,000 shares — an estimated $75K sold.

Psagot Value Holdings first reported a position in FOUR in Q2 2021 and held it in 11 quarters. The position peaked at $401K in Q2 2021. 324 funds tracked by Wall St. Rank hold FOUR as of Q1 2024.

  • Psagot Value Holdings reported no remaining Shift4 position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 1,000 Shift4 shares in Q1 2024, an estimated $75K.
  • Psagot Value Holdings first reported a position in Shift4 in Q2 2021 and held it in 11 quarters.
  • Psagot Value Holdings's Shift4 position peaked at $401K in Q2 2021.
  • 324 funds tracked by Wall St. Rank held Shift4 as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.