Key Financial Inc’s Shake Shack SHAK Stock Holding History

Key Financial Inc’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 Q4	–	Sell	-75	Closed	-$4.36K	–	1350
2023 Q3	$4.36K	Buy	+75	New	+$5.33K	﹤0.01%	956

Other funds holding SHAK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Key Financial Inc's SHAK Position: Q4 2023 in Review

Key Financial Inc sold out of Shake Shack (SHAK) in Q4 2023, closing a stake of 75 shares — an estimated $4.36K sold.

Key Financial Inc first reported a position in SHAK in Q3 2023 and held it in 1 quarter. The position peaked at $4.36K in Q3 2023. 285 funds tracked by Wall St. Rank hold SHAK as of Q4 2023.

Key Financial Inc reported no remaining Shake Shack position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 75 Shake Shack shares in Q4 2023, an estimated $4.36K.
Key Financial Inc first reported a position in Shake Shack in Q3 2023 and held it in 1 quarter.
Key Financial Inc's Shake Shack position peaked at $4.36K in Q3 2023.
285 funds tracked by Wall St. Rank held Shake Shack as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.