Lee, Danner & Bass’s Shopify SHOP Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-61	Closed	-$6.49K	–	627
2024 Q4	$6.49K	Buy	+61	New	+$5.93K	﹤0.01%	571

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

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

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

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

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

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

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

Lee, Danner & Bass's SHOP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Shopify (SHOP) in Q1 2025, closing a stake of 61 shares — an estimated $6.49K sold.

Lee, Danner & Bass first reported a position in SHOP in Q4 2024 and held it in 1 quarter. The position peaked at $6.49K in Q4 2024. 1,477 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

Lee, Danner & Bass reported no remaining Shopify position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 61 Shopify shares in Q1 2025, an estimated $6.49K.
Lee, Danner & Bass first reported a position in Shopify in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Shopify position peaked at $6.49K in Q4 2024.
1,477 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.