AG
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Aperio Group’s Shopify SHOP Stock Holding History

Aperio Group’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$766K Buy
6,770
+2,010
+42% +$211K ﹤0.01% 1740
2020
Q3 		$487K Sell
4,760
-630
-12% -$62.6K ﹤0.01% 1824
2020
Q2 		$512K Sell
5,390
-1,330
-20% -$92.3K ﹤0.01% 1766
2020
Q1 		$280K Sell
6,720
-650
-9% -$29.3K ﹤0.01% 1942
2019
Q4 		$293K Buy
+7,370
New +$249K ﹤0.01% 2072
2019
Q3 		– Sell
-1,230
Closed -$37K – 2680
2019
Q2 		$37K Buy
+1,230
New +$32K ﹤0.01% 2592

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Aperio Group's SHOP Position: Q4 2020 in Review

Aperio Group increased its Shopify (SHOP) stake by 42% in Q4 2020, buying an estimated $211K and bringing the position to 6,770 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Aperio Group first reported a position in SHOP in Q2 2019 and has held it in 6 quarters since. 1,127 funds tracked by Wall St. Rank hold SHOP as of Q4 2020.

  • Aperio Group held 6,770 shares of Shopify worth $766K as of Q4 2020.
  • Aperio Group bought 2,010 Shopify shares in Q4 2020, an estimated $211K.
  • Shopify made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1740 holding.
  • Aperio Group first reported a position in Shopify in Q2 2019 and has held it in 6 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Shopify as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.