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Sarasin & Partners’s Palo Alto Networks PANW Stock Holding History

Sarasin & Partners’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
2023
Q3 		– Sell
-1,934,164
Closed -$247M – 80
2023
Q2 		$247M Buy
1,934,164
+378,044
+24% +$39.3M 2.87% 13
2023
Q1 		$155M Buy
1,556,120
+167,348
+12% +$14.2M 0.84% 42
2022
Q4 		$96.9M Buy
1,388,772
+1,234,960
+803% +$99.2M 1.27% 32
2022
Q3 		$12.6M Buy
+153,812
New +$13.3M 0.17% 61

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sarasin & Partners's PANW Position: Q3 2023 in Review

Sarasin & Partners sold out of Palo Alto Networks (PANW) in Q3 2023, closing a stake of 1,934,164 shares — an estimated $247M sold.

Sarasin & Partners first reported a position in PANW in Q3 2022 and held it in 4 quarters. The position peaked at $247M in Q2 2023. 1,636 funds tracked by Wall St. Rank hold PANW as of Q3 2023.

  • Sarasin & Partners reported no remaining Palo Alto Networks position as of Q3 2023 after selling out during the quarter.
  • Sarasin & Partners sold 1,934,164 Palo Alto Networks shares in Q3 2023, an estimated $247M.
  • Sarasin & Partners first reported a position in Palo Alto Networks in Q3 2022 and held it in 4 quarters.
  • Sarasin & Partners's Palo Alto Networks position peaked at $247M in Q2 2023.
  • 1,636 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2023.

Based on Sarasin & Partners's 13F filing for Q3 2023, filed 5 Oct 2023.