BIA
SHCO

Bell Investment Advisors’s Soho House & Co SHCO Stock Holding History

Bell Investment Advisors’s Portfolio SHCO Stock Details SHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-105
Closed -$558 – 1935
2024
Q2 		$558 Hold
105
– – ﹤0.01% 1775
2024
Q1 		$596 Hold
105
– – ﹤0.01% 1758
2023
Q4 		$748 Hold
105
– – ﹤0.01% 1673
2023
Q3 		$728 Hold
105
– – ﹤0.01% 1660
2023
Q2 		$570 Hold
105
– – ﹤0.01% 1776
2023
Q1 		$687 Buy
+105
New +$624 ﹤0.01% 1677

Other funds holding SHCO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bell Investment Advisors's SHCO Position: Q3 2024 in Review

Bell Investment Advisors sold out of Soho House & Co (SHCO) in Q3 2024, closing a stake of 105 shares — an estimated $558 sold.

Bell Investment Advisors first reported a position in SHCO in Q1 2023 and held it in 6 quarters. The position peaked at $748 in Q4 2023. 60 funds tracked by Wall St. Rank hold SHCO as of Q3 2024.

  • Bell Investment Advisors reported no remaining Soho House & Co position as of Q3 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 105 Soho House & Co shares in Q3 2024, an estimated $558.
  • Bell Investment Advisors first reported a position in Soho House & Co in Q1 2023 and held it in 6 quarters.
  • Bell Investment Advisors's Soho House & Co position peaked at $748 in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Soho House & Co as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.