Edge Wealth Management’s Shake Shack SHAK Stock Holding History

Edge Wealth Management’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
2018 Q1	–	Sell	-500	Closed	-$1K	–	578
2017 Q4	$1K	Buy	+500	New	+$19.4K	﹤0.01%	510

Other funds holding SHAK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edge Wealth Management's SHAK Position: Q4 2020 in Review

Edge Wealth Management sold out of Shake Shack (SHAK) in Q4 2020, closing a stake of 120 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in SHAK in Q3 2015 and held it in 17 quarters. The position peaked at $67K in Q3 2016. 278 funds tracked by Wall St. Rank hold SHAK as of Q4 2020.

Edge Wealth Management reported no remaining Shake Shack position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 120 Shake Shack shares in Q4 2020, an estimated $8K.
Edge Wealth Management first reported a position in Shake Shack in Q3 2015 and held it in 17 quarters.
Edge Wealth Management's Shake Shack position peaked at $67K in Q3 2016.
278 funds tracked by Wall St. Rank held Shake Shack as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.