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United Capital Financial Advisors’s Shift4 FOUR Stock Holding History

United Capital Financial 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
2023
Q2 		– Sell
-5,965
Closed -$452K – 923
2023
Q1 		$452K Sell
5,965
-1
-0% -$64 ﹤0.01% 745
2022
Q4 		$334K Buy
5,966
+177
+3% +$8.37K ﹤0.01% 855
2022
Q3 		$258K Buy
+5,789
New +$243K ﹤0.01% 951
2022
Q2 		– Sell
-5,736
Closed -$355K – 1147
2022
Q1 		$355K Buy
+5,736
New +$303K ﹤0.01% 942

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

United Capital Financial Advisors's FOUR Position: Q2 2023 in Review

United Capital Financial Advisors sold out of Shift4 (FOUR) in Q2 2023, closing a stake of 5,965 shares — an estimated $452K sold.

United Capital Financial Advisors first reported a position in FOUR in Q1 2022 and held it in 4 quarters. The position peaked at $452K in Q1 2023. 271 funds tracked by Wall St. Rank hold FOUR as of Q2 2023.

  • United Capital Financial Advisors reported no remaining Shift4 position as of Q2 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,965 Shift4 shares in Q2 2023, an estimated $452K.
  • United Capital Financial Advisors first reported a position in Shift4 in Q1 2022 and held it in 4 quarters.
  • United Capital Financial Advisors's Shift4 position peaked at $452K in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Shift4 as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.