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Baron Silver Stevens Financial Advisors’s Shake Shack SHAK Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$8K – 388
2020
Q4 		$8K Buy
+100
New +$7.76K ﹤0.01% 281

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fred Alger Management
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Amundi Asset Management US
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's SHAK Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Shake Shack (SHAK) in Q1 2021, closing a stake of 100 shares — an estimated $8K sold.

Baron Silver Stevens Financial Advisors first reported a position in SHAK in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 276 funds tracked by Wall St. Rank hold SHAK as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Shake Shack position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 100 Shake Shack shares in Q1 2021, an estimated $8K.
  • Baron Silver Stevens Financial Advisors first reported a position in Shake Shack in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Shake Shack position peaked at $8K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Shake Shack as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.