Symphony Asset Management’s Palo Alto Networks PANW Stock Holding History

Symphony Asset Management’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$8.5M	Buy	+222,000	New	+$7.82M	2.75%	15
2020 Q1	–	Sell	-24,654	Closed	-$950K	–	128
2019 Q4	$950K	Sell	24,654 -6,480	-21%	-$245K	0.21%	60
2019 Q3	$1.06M	Sell	31,134 -5,490	-15%	-$194K	0.23%	48
2019 Q2	$1.24M	Buy	36,624 +13,548	+59%	+$507K	0.26%	43
2019 Q1	$934K	Sell	23,076 -7,242	-24%	-$269K	0.24%	56
2018 Q4	$952K	Buy	30,318 +7,656	+34%	+$239K	0.28%	31
2018 Q3	$851K	Sell	22,662 -9,366	-29%	-$341K	0.23%	53
2018 Q2	$969K	Sell	32,028 -11,634	-27%	-$388K	0.19%	115
2018 Q1	$1.32M	Sell	43,662 -32,712	-43%	-$909K	0.17%	140
2017 Q4	$1.84M	Buy	76,374 +27,864	+57%	+$678K	0.19%	126
2017 Q3	$1.17M	Sell	48,510 -7,098	-13%	-$162K	0.13%	165
2017 Q2	$1.24M	Sell	55,608 -23,382	-30%	-$472K	0.14%	162
2017 Q1	$1.48M	Buy	+78,990	New	+$1.77M	0.14%	158
2016 Q2	–	Sell	-18,504	Closed	-$503K	–	393
2016 Q1	$503K	Buy	+18,504	New	+$455K	0.05%	250
2015 Q3	–	Sell	-35,754	Closed	-$1.04M	–	450
2015 Q2	$1.04M	Buy	+35,754	New	+$954K	0.13%	175
2014 Q3	–	Sell	-38,700	Closed	-$541K	–	429
2014 Q2	$541K	Buy	+38,700	New	+$452K	0.06%	312

Other funds holding PANW

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Symphony Asset Management's PANW Position: Q2 2020 in Review

Symphony Asset Management opened a new position in Palo Alto Networks (PANW) in Q2 2020: 222,000 shares worth $8.5M. The stake represents 2.75% of the portfolio and ranks #15 among its holdings. This is a return to the name: Symphony Asset Management previously reported a position in PANW as recently as Q4 2019.

Symphony Asset Management first reported a position in PANW in Q2 2014 and has held it in 16 quarters since. 796 funds tracked by Wall St. Rank hold PANW as of Q2 2020.

Symphony Asset Management held 222,000 shares of Palo Alto Networks worth $8.5M as of Q2 2020.
Palo Alto Networks was a new Symphony Asset Management position in Q2 2020.
Palo Alto Networks made up 2.75% of Symphony Asset Management's portfolio in Q2 2020, its #15 holding.
Symphony Asset Management first reported a position in Palo Alto Networks in Q2 2014 and has held it in 16 quarters since.
796 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2020.

Based on Symphony Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.