LifePlan Financial Group’s Shopify SHOP Stock Holding History

LifePlan Financial 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
2020 Q3	$29K	Hold	280	–	–	0.01%	301
2020 Q2	$27K	Sell	280 -220	-44%	-$15.3K	0.01%	304
2020 Q1	$21K	Hold	500	–	–	0.01%	305
2019 Q4	$20K	Hold	500	–	–	0.01%	347
2019 Q3	$16K	Hold	500	–	–	0.01%	368
2019 Q2	$15K	Hold	500	–	–	0.01%	373
2019 Q1	$10K	Sell	500 -1,150	-70%	-$20.3K	0.01%	408
2018 Q4	$23K	Hold	1,650	–	–	0.01%	314
2018 Q3	$27K	Hold	1,650	–	–	0.01%	308
2018 Q2	$24K	Hold	1,650	–	–	0.01%	318
2018 Q1	$21K	Buy	+1,650	New	+$21.4K	0.01%	313

Other funds holding SHOP

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

LifePlan Financial Group's SHOP Position: Q3 2020 in Review

LifePlan Financial Group held its Shopify (SHOP) position steady in Q3 2020 at 280 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #301.

LifePlan Financial Group first reported a position in SHOP in Q1 2018 and has held it in 11 quarters since. 943 funds tracked by Wall St. Rank hold SHOP as of Q3 2020.

LifePlan Financial Group held 280 shares of Shopify worth $29K as of Q3 2020.
LifePlan Financial Group left its Shopify share count unchanged in Q3 2020.
Shopify made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #301 holding.
LifePlan Financial Group first reported a position in Shopify in Q1 2018 and has held it in 11 quarters since.
943 funds tracked by Wall St. Rank held Shopify as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.