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Steward Financial Group’s Shift4 FOUR Stock Holding History

Steward Financial 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
2023
Q3 		$0 Buy
+13
New +$793 ﹤0.01% 1395
2023
Q2 		– Sell
-9
Closed – – 662
2023
Q1 		$0 Buy
9
+8
+800% +$515 ﹤0.01% 793
2022
Q4 		$0 Buy
+1
New +$47 ﹤0.01% 636

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Steward Financial Group's FOUR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Shift4 (FOUR) in Q3 2023: 13 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FOUR as recently as Q1 2023.

Steward Financial Group first reported a position in FOUR in Q4 2022 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold FOUR as of Q3 2023.

  • Steward Financial Group held 13 shares of Shift4 worth $0 as of Q3 2023.
  • Shift4 was a new Steward Financial Group position in Q3 2023.
  • Shift4 made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1395 holding.
  • Steward Financial Group first reported a position in Shift4 in Q4 2022 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held Shift4 as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.