Burney Company’s Shopify SHOP Stock Holding History

Burney Company’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
2022 Q2	–	Sell	-3,640	Closed	-$246K	–	578
2022 Q1	$246K	Buy	3,640 +150	+4%	+$12.3K	0.01%	527
2021 Q4	$481K	Hold	3,490	–	–	0.02%	423
2021 Q3	$474K	Hold	3,490	–	–	0.02%	417
2021 Q2	$510K	Hold	3,490	–	–	0.02%	422
2021 Q1	$386K	Buy	3,490 +200	+6%	+$24.2K	0.02%	443
2020 Q4	$372K	Sell	3,290 -300	-8%	-$31.5K	0.02%	416
2020 Q3	$367K	Buy	3,590 +300	+9%	+$29.8K	0.02%	387
2020 Q2	$312K	Buy	+3,290	New	+$228K	0.02%	399

Other funds holding SHOP

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return