Strategic Blueprint’s Shift4 FOUR Stock Holding History

Strategic Blueprint’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
2021 Q3	–	Sell	-250	Closed	-$23K	–	711
2021 Q2	$23K	Buy	+250	New	+$23.6K	﹤0.01%	777

Other funds holding FOUR

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCA

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

Strategic Blueprint's FOUR Position: Q3 2021 in Review

Strategic Blueprint sold out of Shift4 (FOUR) in Q3 2021, closing a stake of 250 shares — an estimated $23K sold.

Strategic Blueprint first reported a position in FOUR in Q2 2021 and held it in 1 quarter. The position peaked at $23K in Q2 2021. 227 funds tracked by Wall St. Rank hold FOUR as of Q3 2021.

Strategic Blueprint reported no remaining Shift4 position as of Q3 2021 after selling out during the quarter.
Strategic Blueprint sold 250 Shift4 shares in Q3 2021, an estimated $23K.
Strategic Blueprint first reported a position in Shift4 in Q2 2021 and held it in 1 quarter.
Strategic Blueprint's Shift4 position peaked at $23K in Q2 2021.
227 funds tracked by Wall St. Rank held Shift4 as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.