Donaldson Capital Management’s Shopify SHOP Stock Holding History

Donaldson Capital Management’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
2023 Q3	–	Sell	-3,513	Closed	-$227K	–	232
2023 Q2	$227K	Buy	+3,513	New	+$199K	0.01%	216
2022 Q2	–	Sell	-3,710	Closed	-$251K	–	248
2022 Q1	$251K	Buy	3,710 +200	+6%	+$16.4K	0.01%	232
2021 Q4	$484K	Hold	3,510	–	–	0.02%	188
2021 Q3	$475K	Hold	3,510	–	–	0.02%	174
2021 Q2	$512K	Buy	3,510 +870	+33%	+$107K	0.03%	170
2021 Q1	$292K	Sell	2,640 -900	-25%	-$109K	0.02%	218
2020 Q4	$400K	Buy	3,540 +10	+0.3%	+$1.05K	0.02%	185
2020 Q3	$361K	Hold	3,530	–	–	0.02%	179
2020 Q2	$335K	Buy	+3,530	New	+$245K	0.02%	166

Other funds holding SHOP

Baillie Gifford & Co

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments

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

T. Rowe Price Associates

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

Capital World Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sands Capital Management

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