White Elm Capital’s Palo Alto Networks PANW Stock Holding History

White Elm Capital’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
2019 Q4	–	Sell	-422,628	Closed	-$14.4M	–	29
2019 Q3	$14.4M	Sell	422,628 -79,200	-16%	-$2.8M	3.71%	12
2019 Q2	$17M	Buy	501,828 +49,428	+11%	+$1.85M	4.19%	13
2019 Q1	$18.3M	Sell	452,400 -49,800	-10%	-$1.85M	4.82%	4
2018 Q4	$15.8M	Buy	502,200 +166,200	+49%	+$5.18M	4.39%	9
2018 Q3	$12.6M	Buy	336,000 +75,600	+29%	+$2.75M	3%	18
2018 Q2	$8.92M	Buy	+260,400	New	+$8.68M	2.13%	22

Other funds holding PANW

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

White Elm Capital's PANW Position: Q4 2019 in Review

White Elm Capital sold out of Palo Alto Networks (PANW) in Q4 2019, closing a stake of 422,628 shares — an estimated $14.4M sold.

White Elm Capital first reported a position in PANW in Q2 2018 and held it in 6 quarters. The position peaked at $18.3M in Q1 2019. 810 funds tracked by Wall St. Rank hold PANW as of Q4 2019.

White Elm Capital reported no remaining Palo Alto Networks position as of Q4 2019 after selling out during the quarter.
White Elm Capital sold 422,628 Palo Alto Networks shares in Q4 2019, an estimated $14.4M.
White Elm Capital first reported a position in Palo Alto Networks in Q2 2018 and held it in 6 quarters.
White Elm Capital's Palo Alto Networks position peaked at $18.3M in Q1 2019.
810 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2019.

Based on White Elm Capital's 13F filing for Q4 2019, filed 14 Feb 2020.