WCM Investment Management
FOUR icon

WCM Investment Management’s Shift4 FOUR Stock Holding History

WCM Investment Management’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
Q4 		– Sell
-265,128
Closed -$23.3M – 307
2024
Q3 		$23.3M Buy
265,128
+1,526
+0.6% +$116K 0.05% 84
2024
Q2 		$19.3M Buy
263,602
+60,015
+29% +$3.98M 0.05% 100
2024
Q1 		$13.5M Buy
203,587
+416
+0.2% +$31.3K 0.03% 130
2023
Q4 		$15.2M Buy
203,171
+18,236
+10% +$1.09M 0.04% 123
2023
Q3 		$10.2M Buy
184,935
+3,960
+2% +$241K 0.03% 127
2023
Q2 		$12.3M Sell
180,975
-58,463
-24% -$3.83M 0.04% 124
2023
Q1 		$18.1M Sell
239,438
-12,521
-5% -$806K 0.06% 81
2022
Q4 		$14.1M Sell
251,959
-4,088
-2% -$193K 0.05% 96
2022
Q3 		$11.4M Buy
256,047
+6,010
+2% +$252K 0.04% 110
2022
Q2 		$8.89M Buy
250,037
+345
+0.1% +$16.3K 0.03% 130
2022
Q1 		$15.5M Buy
249,692
+29,422
+13% +$1.55M 0.04% 94
2021
Q4 		$12.8M Buy
220,270
+106,227
+93% +$6.75M 0.03% 114
2021
Q3 		$8.84M Buy
+114,043
New +$9.84M 0.02% 131

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WCM Investment Management's FOUR Position: Q4 2024 in Review

WCM Investment Management sold out of Shift4 (FOUR) in Q4 2024, closing a stake of 265,128 shares — an estimated $23.3M sold.

WCM Investment Management first reported a position in FOUR in Q3 2021 and held it in 13 quarters. The position peaked at $23.3M in Q3 2024. 440 funds tracked by Wall St. Rank hold FOUR as of Q4 2024.

  • WCM Investment Management reported no remaining Shift4 position as of Q4 2024 after selling out during the quarter.
  • WCM Investment Management sold 265,128 Shift4 shares in Q4 2024, an estimated $23.3M.
  • WCM Investment Management first reported a position in Shift4 in Q3 2021 and held it in 13 quarters.
  • WCM Investment Management's Shift4 position peaked at $23.3M in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Shift4 as of Q4 2024.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.