Inspire Investing’s Shake Shack SHAK Stock Holding History

Inspire Investing’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 Q3	–	Sell	-4,056	Closed	-$315K	–	874
2023 Q2	$315K	Sell	4,056 -833	-17%	-$53.5K	0.04%	477
2023 Q1	$271K	Sell	4,889 -807	-14%	-$44.5K	0.03%	737
2022 Q4	$237K	Buy	5,696 +1,155	+25%	+$56.3K	0.03%	421
2022 Q3	$204K	Sell	4,541 -797	-15%	-$38.3K	0.03%	731
2022 Q2	$211K	Buy	5,338 +1,852	+53%	+$94.5K	0.03%	695
2022 Q1	$237K	Buy	3,486 +78	+2%	+$5.37K	0.03%	441
2021 Q4	$246K	Buy	3,408 +702	+26%	+$53.4K	0.03%	711
2021 Q3	$212K	Buy	2,706 +132	+5%	+$12K	0.03%	783
2021 Q2	$275K	Buy	2,574 +78	+3%	+$7.87K	0.04%	547
2021 Q1	$281K	Sell	2,496 -604	-19%	-$69.1K	0.04%	543
2020 Q4	$263K	Buy	+3,100	New	+$241K	0.06%	510

Other funds holding SHAK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return