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Zenyatta Capital Management’s Shift4 FOUR Stock Holding History

Zenyatta Capital 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
Q1 		$5.95M Buy
90,000
+37,500
+71% +$2.82M 7.99% 4
2023
Q4 		$3.9M Buy
+52,500
New +$3.13M 1.51% 20

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zenyatta Capital Management's FOUR Position: Q1 2024 in Review

Zenyatta Capital Management increased its Shift4 (FOUR) stake by 71% in Q1 2024, buying an estimated $2.82M and bringing the position to 90,000 shares worth $5.95M. The position accounts for 7.99% of the portfolio, ranked #4.

Zenyatta Capital Management first reported a position in FOUR in Q4 2023 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold FOUR as of Q1 2024.

  • Zenyatta Capital Management held 90,000 shares of Shift4 worth $5.95M as of Q1 2024.
  • Zenyatta Capital Management bought 37,500 Shift4 shares in Q1 2024, an estimated $2.82M.
  • Shift4 made up 7.99% of Zenyatta Capital Management's portfolio in Q1 2024, its #4 holding.
  • Zenyatta Capital Management first reported a position in Shift4 in Q4 2023 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Shift4 as of Q1 2024.

Based on Zenyatta Capital Management's 13F filing for Q1 2024, filed 17 Apr 2024.