Zimmer Partners’s Shift4 FOUR Stock Holding History

Zimmer Partners’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
2020 Q3	–	Sell	-72,000	Closed	-$2.56M	–	135
2020 Q2	$2.56M	Buy	+72,000	New	+$2.63M	0.03%	91

Other funds holding FOUR

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Zimmer Partners's FOUR Position: Q3 2020 in Review

Zimmer Partners sold out of Shift4 (FOUR) in Q3 2020, closing a stake of 72,000 shares — an estimated $2.56M sold.

Zimmer Partners first reported a position in FOUR in Q2 2020 and held it in 1 quarter. The position peaked at $2.56M in Q2 2020. 124 funds tracked by Wall St. Rank hold FOUR as of Q3 2020.

Zimmer Partners reported no remaining Shift4 position as of Q3 2020 after selling out during the quarter.
Zimmer Partners sold 72,000 Shift4 shares in Q3 2020, an estimated $2.56M.
Zimmer Partners first reported a position in Shift4 in Q2 2020 and held it in 1 quarter.
Zimmer Partners's Shift4 position peaked at $2.56M in Q2 2020.
124 funds tracked by Wall St. Rank held Shift4 as of Q3 2020.

Based on Zimmer Partners's 13F filing for Q3 2020, filed 16 Nov 2020.