BFIM
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Beese Fulmer Investment Management’s Shopify SHOP Stock Holding History

Beese Fulmer Investment Management’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
2021
Q3 		– Sell
-1,430
Closed -$209K – 243
2021
Q2 		$209K Buy
+1,430
New +$176K 0.02% 213
2020
Q3 		– Sell
-40
Closed -$4K – 479
2020
Q2 		$4K Buy
+40
New +$2.78K ﹤0.01% 554

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beese Fulmer Investment Management's SHOP Position: Q3 2021 in Review

Beese Fulmer Investment Management sold out of Shopify (SHOP) in Q3 2021, closing a stake of 1,430 shares — an estimated $209K sold.

Beese Fulmer Investment Management first reported a position in SHOP in Q2 2020 and held it in 2 quarters. The position peaked at $209K in Q2 2021. 1,225 funds tracked by Wall St. Rank hold SHOP as of Q3 2021.

  • Beese Fulmer Investment Management reported no remaining Shopify position as of Q3 2021 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,430 Shopify shares in Q3 2021, an estimated $209K.
  • Beese Fulmer Investment Management first reported a position in Shopify in Q2 2020 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Shopify position peaked at $209K in Q2 2021.
  • 1,225 funds tracked by Wall St. Rank held Shopify as of Q3 2021.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2021, filed 8 Oct 2021.