BC
SHOP icon

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

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Burney Company's SHOP Position: Q2 2022 in Review

Burney Company sold out of Shopify (SHOP) in Q2 2022, closing a stake of 3,640 shares — an estimated $246K sold.

Burney Company first reported a position in SHOP in Q2 2020 and held it in 8 quarters. The position peaked at $510K in Q2 2021. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

  • Burney Company reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
  • Burney Company sold 3,640 Shopify shares in Q2 2022, an estimated $246K.
  • Burney Company first reported a position in Shopify in Q2 2020 and held it in 8 quarters.
  • Burney Company's Shopify position peaked at $510K in Q2 2021.
  • 965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Burney Company's 13F filing for Q2 2022, filed 12 Aug 2022.