JIC
SHAK icon

Joel Isaacson & Co’s Shake Shack SHAK Stock Holding History

Joel Isaacson & Co’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
2016
Q3 		– Sell
-438
Closed -$16K – 738
2016
Q2 		$16K Sell
438
-300
-41% -$10.9K ﹤0.01% 494
2016
Q1 		$28K Buy
738
+300
+68% +$10.8K 0.01% 426
2015
Q4 		$17K Sell
438
-151
-26% -$6.63K ﹤0.01% 487
2015
Q3 		$28K Hold
589
– – 0.01% 426
2015
Q2 		$35K Buy
589
+206
+54% +$14.1K 0.01% 411
2015
Q1 		$19K Buy
+383
New +$17.2K ﹤0.01% 502

Other funds holding SHAK

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
WHI
William Harris Investors Chicago, Illinois $347M AUM 3.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return