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Institutional & Family Asset Management’s Shake Shack SHAK Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$720 Hold
8
– – ﹤0.01% 675
2024
Q1 		$832 Buy
+8
New +$700 ﹤0.01% 654

Other funds holding SHAK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Institutional & Family Asset Management's SHAK Position: Q2 2024 in Review

Institutional & Family Asset Management held its Shake Shack (SHAK) position steady in Q2 2024 at 8 shares worth $720. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Institutional & Family Asset Management first reported a position in SHAK in Q1 2024 and has held it in 2 quarters since. The position peaked at $832 in Q1 2024. 341 funds tracked by Wall St. Rank hold SHAK as of Q2 2024.

  • Institutional & Family Asset Management held 8 shares of Shake Shack worth $720 as of Q2 2024.
  • Institutional & Family Asset Management left its Shake Shack share count unchanged in Q2 2024.
  • Shake Shack made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #675 holding.
  • Institutional & Family Asset Management first reported a position in Shake Shack in Q1 2024 and has held it in 2 quarters since.
  • Institutional & Family Asset Management's Shake Shack position peaked at $832 in Q1 2024.
  • 341 funds tracked by Wall St. Rank held Shake Shack as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.