LMKC
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L.M. Kohn & Company’s Shopify SHOP Stock Holding History

L.M. Kohn & Company’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
2022
Q2 		– Sell
-13,240
Closed -$895K – 247
2022
Q1 		$895K Buy
+13,240
New +$1.09M 0.35% 69

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

L.M. Kohn & Company's SHOP Position: Q2 2022 in Review

L.M. Kohn & Company sold out of Shopify (SHOP) in Q2 2022, closing a stake of 13,240 shares — an estimated $895K sold.

L.M. Kohn & Company first reported a position in SHOP in Q1 2022 and held it in 1 quarter. The position peaked at $895K in Q1 2022. 964 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

  • L.M. Kohn & Company reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 13,240 Shopify shares in Q2 2022, an estimated $895K.
  • L.M. Kohn & Company first reported a position in Shopify in Q1 2022 and held it in 1 quarter.
  • L.M. Kohn & Company's Shopify position peaked at $895K in Q1 2022.
  • 964 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on L.M. Kohn & Company's 13F filing for Q2 2022, filed 5 Aug 2022.