SpiderRock Advisors’s Shift4 FOUR Stock Holding History

SpiderRock 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 Q3	$887K	Hold	10,015	–	–	0.01%	498
2024 Q2	$735K	Buy	+10,015	New	+$664K	0.01%	473

Other funds holding FOUR

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

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

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

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

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

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

SpiderRock Advisors's FOUR Position: Q3 2024 in Review

SpiderRock Advisors held its Shift4 (FOUR) position steady in Q3 2024 at 10,015 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #498.

SpiderRock Advisors first reported a position in FOUR in Q2 2024 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold FOUR as of Q3 2024.

SpiderRock Advisors held 10,015 shares of Shift4 worth $887K as of Q3 2024.
SpiderRock Advisors left its Shift4 share count unchanged in Q3 2024.
Shift4 made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #498 holding.
SpiderRock Advisors first reported a position in Shift4 in Q2 2024 and has held it in 2 quarters since.
356 funds tracked by Wall St. Rank held Shift4 as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.