LCH
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Lee Capital Holdings’s Shopify SHOP Stock Holding History

Lee Capital Holdings’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
2021
Q2 		– Sell
-12,750
Closed -$1.41M – 85
2021
Q1 		$1.41M Buy
12,750
+9,750
+325% +$1.18M 0.62% 47
2020
Q4 		$340K Buy
+3,000
New +$315K 0.2% 74

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Lee Capital Holdings's SHOP Position: Q2 2021 in Review

Lee Capital Holdings sold out of Shopify (SHOP) in Q2 2021, closing a stake of 12,750 shares — an estimated $1.41M sold.

Lee Capital Holdings first reported a position in SHOP in Q4 2020 and held it in 2 quarters. The position peaked at $1.41M in Q1 2021. 1,208 funds tracked by Wall St. Rank hold SHOP as of Q2 2021.

  • Lee Capital Holdings reported no remaining Shopify position as of Q2 2021 after selling out during the quarter.
  • Lee Capital Holdings sold 12,750 Shopify shares in Q2 2021, an estimated $1.41M.
  • Lee Capital Holdings first reported a position in Shopify in Q4 2020 and held it in 2 quarters.
  • Lee Capital Holdings's Shopify position peaked at $1.41M in Q1 2021.
  • 1,208 funds tracked by Wall St. Rank held Shopify as of Q2 2021.

Based on Lee Capital Holdings's 13F filing for Q2 2021, filed 16 Aug 2021.