CMBA
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C.M. Bidwell & Associates’s Shake Shack SHAK Stock Holding History

C.M. Bidwell & Associates’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,111
Closed -$64.5K – 565
2023
Q3 		$64.5K Buy
1,111
+612
+123% +$43.5K 0.05% 269
2023
Q2 		$38.8K Buy
+499
New +$32.1K 0.03% 305
2019
Q4 		– Sell
-735
Closed -$72K – 449
2019
Q3 		$72K Buy
+735
New +$64.9K 0.07% 216
2018
Q3 		– Sell
-1,200
Closed -$79K – 446
2018
Q2 		$79K Buy
+1,200
New +$66.5K 0.07% 214

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return