Lake Street Advisors Group’s Shopify SHOP Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$910K	Buy	8,560 +6,058	+242%	+$589K	0.04%	236
2024 Q3	$201K	Buy	+2,502	New	+$173K	0.01%	564
2021 Q3	–	Sell	-6,190	Closed	-$931K	–	388
2021 Q2	$931K	Buy	6,190 +1,040	+20%	+$128K	0.07%	117
2021 Q1	$570K	Buy	+5,150	New	+$622K	0.05%	145

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lake Street Advisors Group's SHOP Position: Q4 2024 in Review

Lake Street Advisors Group increased its Shopify (SHOP) stake by 242% in Q4 2024, buying an estimated $589K and bringing the position to 8,560 shares worth $910K. The position accounts for 0.04% of the portfolio, ranked #236.

Lake Street Advisors Group first reported a position in SHOP in Q1 2021 and has held it in 4 quarters since. The position peaked at $931K in Q2 2021. 1,490 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

Lake Street Advisors Group held 8,560 shares of Shopify worth $910K as of Q4 2024.
Lake Street Advisors Group bought 6,058 Shopify shares in Q4 2024, an estimated $589K.
Shopify made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #236 holding.
Lake Street Advisors Group first reported a position in Shopify in Q1 2021 and has held it in 4 quarters since.
Lake Street Advisors Group's Shopify position peaked at $931K in Q2 2021.
1,490 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.