LF
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Lee Financial’s Shopify SHOP Stock Holding History

Lee Financial’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
Q1 		– Sell
-150
Closed -$21K – 939
2021
Q4 		$21K Buy
+150
New +$21.9K ﹤0.01% 368
2021
Q1 		– Sell
-1,000
Closed -$113K – 513
2020
Q4 		$113K Buy
1,000
+450
+82% +$47.2K 0.03% 147
2020
Q3 		$56K Hold
550
– – 0.02% 220
2020
Q2 		$52K Buy
+550
New +$38.2K 0.01% 199
2018
Q2 		– Sell
-270
Closed -$3K – 827
2018
Q1 		$3K Buy
+270
New +$3.5K ﹤0.01% 680

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Lee Financial's SHOP Position: Q1 2022 in Review

Lee Financial sold out of Shopify (SHOP) in Q1 2022, closing a stake of 150 shares — an estimated $21K sold.

Lee Financial first reported a position in SHOP in Q1 2018 and held it in 5 quarters. The position peaked at $113K in Q4 2020. 1,147 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

  • Lee Financial reported no remaining Shopify position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 150 Shopify shares in Q1 2022, an estimated $21K.
  • Lee Financial first reported a position in Shopify in Q1 2018 and held it in 5 quarters.
  • Lee Financial's Shopify position peaked at $113K in Q4 2020.
  • 1,147 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.