M&R Capital Management’s Shopify SHOP Stock Holding History

M&R Capital Management’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
2024 Q1	–	Sell	-500	Closed	-$39K	–	625
2023 Q4	$39K	Sell	500 -500	-50%	-$31.9K	0.01%	266
2023 Q3	$54.6K	Hold	1,000	–	–	0.01%	228
2023 Q2	$64.6K	Hold	1,000	–	–	0.02%	224
2023 Q1	$47.9K	Hold	1,000	–	–	0.01%	241
2022 Q4	$34.7K	Hold	1,000	–	–	0.01%	254
2022 Q3	$26K	Hold	1,000	–	–	0.01%	261
2022 Q2	$31K	Hold	1,000	–	–	0.01%	258
2022 Q1	$67K	Buy	+1,000	New	+$82.1K	0.01%	215

Other funds holding SHOP

Baillie Gifford & Co

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

Capital World Investors

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

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

Fidelity Investments

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

Capital Research Global Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return