Bouvel Investment Partners’s Shopify SHOP Stock Holding History

Bouvel Investment Partners’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
2025 Q2	–	Sell	-17,376	Closed	-$1.39M	–	92
2025 Q1	$1.39M	Sell	17,376 -176	-1%	-$19.2K	0.52%	57
2024 Q4	$1.87M	Buy	17,552 +176	+1%	+$17.1K	0.67%	53
2024 Q3	$1.39M	Sell	17,376 -203	-1%	-$14K	0.52%	57
2024 Q2	$1.16M	Sell	17,579 -15	-0.1%	-$995	0.45%	61
2024 Q1	$1.36M	Sell	17,594 -48	-0.3%	-$3.79K	0.59%	59
2023 Q4	$1.37M	Buy	17,642 +758	+4%	+$48.4K	0.64%	57
2023 Q3	$921K	Sell	16,884 -122	-0.7%	-$7.39K	0.5%	63
2023 Q2	$1.1M	Buy	17,006 +591	+4%	+$33.4K	0.6%	59
2023 Q1	$787K	Buy	16,415 +457	+3%	+$20.1K	0.46%	60
2022 Q4	$554K	Buy	15,958 +522	+3%	+$17.8K	0.36%	63
2022 Q3	$416K	Buy	15,436 +177	+1%	+$6.02K	0.28%	65
2022 Q2	$477K	Buy	15,259 +509	+3%	+$21.7K	0.36%	62
2022 Q1	$997K	Buy	14,750 +90	+0.6%	+$7.39K	0.61%	56
2021 Q4	$2.02M	Sell	14,660 -4,260	-23%	-$622K	1.13%	39
2021 Q3	$2.56M	Sell	18,920 -8,250	-30%	-$1.24M	1.45%	30
2021 Q2	$3.97M	Buy	27,170 +210	+0.8%	+$25.9K	2.24%	12
2021 Q1	$2.98M	Sell	26,960 -130	-0.5%	-$15.7K	1.91%	21
2020 Q4	$3.07M	Buy	+27,090	New	+$2.84M	2.18%	14

Other funds holding SHOP

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return