Sovran Advisors’s Shift4 FOUR Stock Holding History

Sovran 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
2025 Q1	–	Sell	-2,867	Closed	-$293K	–	461
2024 Q4	$293K	Buy	+2,867	New	+$285K	0.04%	342

Other funds holding FOUR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sovran Advisors's FOUR Position: Q1 2025 in Review

Sovran Advisors sold out of Shift4 (FOUR) in Q1 2025, closing a stake of 2,867 shares — an estimated $293K sold.

Sovran Advisors first reported a position in FOUR in Q4 2024 and held it in 1 quarter. The position peaked at $293K in Q4 2024. 441 funds tracked by Wall St. Rank hold FOUR as of Q1 2025.

Sovran Advisors reported no remaining Shift4 position as of Q1 2025 after selling out during the quarter.
Sovran Advisors sold 2,867 Shift4 shares in Q1 2025, an estimated $293K.
Sovran Advisors first reported a position in Shift4 in Q4 2024 and held it in 1 quarter.
Sovran Advisors's Shift4 position peaked at $293K in Q4 2024.
441 funds tracked by Wall St. Rank held Shift4 as of Q1 2025.

Based on Sovran Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.