Select Equity Group’s Shift4 FOUR Stock Holding History

Select Equity Group’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
2020 Q4	–	Sell	-442,163	Closed	-$21.4M	–	143
2020 Q3	$21.4M	Buy	+442,163	New	+$19.6M	0.11%	84

Other funds holding FOUR

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Select Equity Group's FOUR Position: Q4 2020 in Review

Select Equity Group sold out of Shift4 (FOUR) in Q4 2020, closing a stake of 442,163 shares — an estimated $21.4M sold.

Select Equity Group first reported a position in FOUR in Q3 2020 and held it in 1 quarter. The position peaked at $21.4M in Q3 2020. 190 funds tracked by Wall St. Rank hold FOUR as of Q4 2020.

Select Equity Group reported no remaining Shift4 position as of Q4 2020 after selling out during the quarter.
Select Equity Group sold 442,163 Shift4 shares in Q4 2020, an estimated $21.4M.
Select Equity Group first reported a position in Shift4 in Q3 2020 and held it in 1 quarter.
Select Equity Group's Shift4 position peaked at $21.4M in Q3 2020.
190 funds tracked by Wall St. Rank held Shift4 as of Q4 2020.

Based on Select Equity Group's 13F filing for Q4 2020, filed 16 Feb 2021.