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LGT Financial Advisors’s Shake Shack SHAK Stock Holding History

LGT Financial Advisors’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-49
Closed -$6.36K – 653
2024
Q4 		$6.36K Hold
49
– – 0.01% 516
2024
Q3 		$5.06K Hold
49
– – 0.01% 530
2024
Q2 		$4.41K Hold
49
– – 0.01% 618
2024
Q1 		$5.1K Hold
49
– – 0.01% 625
2023
Q4 		$3.63K Hold
49
– – ﹤0.01% 685
2023
Q3 		$2.85K Buy
+49
New +$3.48K ﹤0.01% 736

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

LGT Financial Advisors's SHAK Position: Q1 2025 in Review

LGT Financial Advisors sold out of Shake Shack (SHAK) in Q1 2025, closing a stake of 49 shares — an estimated $6.36K sold.

LGT Financial Advisors first reported a position in SHAK in Q3 2023 and held it in 6 quarters. The position peaked at $6.36K in Q4 2024. 368 funds tracked by Wall St. Rank hold SHAK as of Q1 2025.

  • LGT Financial Advisors reported no remaining Shake Shack position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 49 Shake Shack shares in Q1 2025, an estimated $6.36K.
  • LGT Financial Advisors first reported a position in Shake Shack in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Shake Shack position peaked at $6.36K in Q4 2024.
  • 368 funds tracked by Wall St. Rank held Shake Shack as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.