Ownership history in HighTower Advisors, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which HighTower Advisors, LLC reported a position in SHIFT4 PMTS INC (FOUR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HighTower Advisors, LLC outperformed the S&P 500 by +4.4% annually on this FOUR position. Timing score: 29% (4/14 decisions correct). Average cost basis: $61.71. Maximum drawdown during holding period: β64.7%.
β
Outperformed SPY on this position by 4.4% ann.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 14 add/trim decisions correct
Best entry: $48.36 (2020 Q3) Β· Worst: $103.78 (2024 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
9 adds Β· 6 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size