Rational Advisors’s Shift4 FOUR Stock Holding History

Rational 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	-12,900	Closed	-$1.14M	–	136
2024 Q3	$1.14M	Buy	+12,900	New	+$978K	0.11%	82

Other funds holding FOUR

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

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 New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Rational Advisors's FOUR Position: Q4 2024 in Review

Rational Advisors sold out of Shift4 (FOUR) in Q4 2024, closing a stake of 12,900 shares — an estimated $1.14M sold.

Rational Advisors first reported a position in FOUR in Q3 2024 and held it in 1 quarter. The position peaked at $1.14M in Q3 2024. 440 funds tracked by Wall St. Rank hold FOUR as of Q4 2024.

Rational Advisors reported no remaining Shift4 position as of Q4 2024 after selling out during the quarter.
Rational Advisors sold 12,900 Shift4 shares in Q4 2024, an estimated $1.14M.
Rational Advisors first reported a position in Shift4 in Q3 2024 and held it in 1 quarter.
Rational Advisors's Shift4 position peaked at $1.14M in Q3 2024.
440 funds tracked by Wall St. Rank held Shift4 as of Q4 2024.

Based on Rational Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.