Horan Securities’s Shopify SHOP Stock Holding History

Horan Securities’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	-8	Closed	-$516	–	552
2023 Q2	$516	Hold	8	–	–	﹤0.01%	663
2023 Q1	$383	Sell	8 -80	-91%	-$3.52K	﹤0.01%	690
2022 Q4	$3.05K	Hold	88	–	–	﹤0.01%	511
2022 Q3	$2K	Hold	88	–	–	﹤0.01%	503
2022 Q2	$3K	Sell	88 -2	-2%	-$85	﹤0.01%	508
2022 Q1	$6K	Hold	90	–	–	﹤0.01%	369
2021 Q4	$12K	Buy	+90	New	+$13.2K	0.01%	303
2021 Q2	–	Hold	0	–	–	–	458
2021 Q1	–	Sell	-60	Closed	-$7K	–	454
2020 Q4	$7K	Sell	60 -100	-63%	-$10.5K	0.01%	290
2020 Q3	$16K	Sell	160 -120	-43%	-$11.9K	0.02%	182
2020 Q2	$27K	Buy	+280	New	+$19.4K	0.03%	105

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