Winslow Evans & Crocker’s Fortinet FTNT Stock Holding History

Winslow Evans & Crocker’s Portfolio FTNT Stock Details FTNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$595K	Buy	20,010 +11,850	+145%	+$300K	0.11%	184
2020 Q3	$192K	Sell	8,160 -24,825	-75%	-$641K	0.05%	271
2020 Q2	$906K	Sell	32,985 -5	-0%	-$126	0.24%	91
2020 Q1	$668K	Buy	32,990 +18,800	+132%	+$403K	0.22%	95
2019 Q4	$304K	Sell	14,190 -500	-3%	-$9.41K	0.08%	237
2019 Q3	$226K	Sell	14,690 -50	-0.3%	-$811	0.06%	274
2019 Q2	$228K	Sell	14,740 -25,940	-64%	-$427K	0.06%	274
2019 Q1	$684K	Sell	40,680 -2,450	-6%	-$39K	0.19%	116
2018 Q4	$608K	Hold	43,130	–	–	0.2%	109
2018 Q3	$796K	Hold	43,130	–	–	0.24%	100
2018 Q2	$540K	Buy	+43,130	New	+$511K	0.17%	135
2017 Q2	–	Sell	-250	Closed	-$1.92K	–	1281
2017 Q1	$1.92K	Hold	250	–	–	﹤0.01%	1150
2016 Q4	$1.51K	Hold	250	–	–	﹤0.01%	1167
2016 Q3	$1.85K	Hold	250	–	–	﹤0.01%	1198
2016 Q2	$1.58K	Hold	250	–	–	﹤0.01%	1188
2016 Q1	$1.53K	Sell	250 -300	-55%	-$1.66K	﹤0.01%	1188
2015 Q4	$3.43K	Hold	550	–	–	﹤0.01%	1145
2015 Q3	$4.67K	Buy	+550	New	+$4.87K	﹤0.01%	1051

Other funds holding FTNT

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's FTNT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Fortinet (FTNT) stake by 145% in Q4 2020, buying an estimated $300K and bringing the position to 20,010 shares worth $595K. The position accounts for 0.11% of the portfolio, ranked #184.

Winslow Evans & Crocker first reported a position in FTNT in Q3 2015 and has held it in 18 quarters since. The position peaked at $906K in Q2 2020. 720 funds tracked by Wall St. Rank hold FTNT as of Q4 2020.

Winslow Evans & Crocker held 20,010 shares of Fortinet worth $595K as of Q4 2020.
Winslow Evans & Crocker bought 11,850 Fortinet shares in Q4 2020, an estimated $300K.
Fortinet made up 0.11% of Winslow Evans & Crocker's portfolio in Q4 2020, its #184 holding.
Winslow Evans & Crocker first reported a position in Fortinet in Q3 2015 and has held it in 18 quarters since.
Winslow Evans & Crocker's Fortinet position peaked at $906K in Q2 2020.
720 funds tracked by Wall St. Rank held Fortinet as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.