Ziegler Capital Management’s Palo Alto Networks PANW Stock Holding History

Ziegler Capital Management’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
2024 Q1	$30M	Buy	211,000 +1,842	+0.9%	+$291K	1.14%	11
2023 Q4	$30.8M	Sell	209,158 -2,190	-1%	-$293K	1.4%	13
2023 Q3	$24.8M	Sell	211,348 -13,952	-6%	-$1.65M	0.99%	15
2023 Q2	$28.8M	Buy	225,300 +28,116	+14%	+$2.93M	1.1%	12
2023 Q1	$19.7M	Buy	197,184 +45,988	+30%	+$3.9M	0.78%	21
2022 Q4	$10.5M	Buy	+151,196	New	+$12.1M	0.44%	74
2022 Q1	–	Sell	-4,356	Closed	-$404K	–	415
2021 Q4	$404K	Hold	4,356	–	–	0.01%	382
2021 Q3	$348K	Buy	4,356 +120	+3%	+$8.43K	0.01%	398
2021 Q2	$262K	Hold	4,236	–	–	0.01%	414
2021 Q1	$227K	Hold	4,236	–	–	0.01%	415
2020 Q4	$251K	Buy	+4,236	New	+$198K	0.01%	408

Other funds holding PANW

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ziegler Capital Management's PANW Position: Q1 2024 in Review

Ziegler Capital Management increased its Palo Alto Networks (PANW) stake by 0.88% in Q1 2024, buying an estimated $291K and bringing the position to 211,000 shares worth $30M. The position accounts for 1.14% of the portfolio, ranked #11.

Ziegler Capital Management first reported a position in PANW in Q4 2020 and has held it in 11 quarters since. The position peaked at $30.8M in Q4 2023. 1,899 funds tracked by Wall St. Rank hold PANW as of Q1 2024.

Ziegler Capital Management held 211,000 shares of Palo Alto Networks worth $30M as of Q1 2024.
Ziegler Capital Management bought 1,842 Palo Alto Networks shares in Q1 2024, an estimated $291K.
Palo Alto Networks made up 1.14% of Ziegler Capital Management's portfolio in Q1 2024, its #11 holding.
Ziegler Capital Management first reported a position in Palo Alto Networks in Q4 2020 and has held it in 11 quarters since.
Ziegler Capital Management's Palo Alto Networks position peaked at $30.8M in Q4 2023.
1,899 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.