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Marathon Capital Management’s Shopify SHOP Stock Holding History

Marathon 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
2021
Q4 		– Sell
-1,500
Closed -$204K – 213
2021
Q3 		$204K Hold
1,500
– – 0.05% 211
2021
Q2 		$219K Buy
+1,500
New +$185K 0.05% 176

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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T. Rowe Price Associates
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WCM Investment Management
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Sands Capital Management
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Marathon Capital Management's SHOP Position: Q4 2021 in Review

Marathon Capital Management sold out of Shopify (SHOP) in Q4 2021, closing a stake of 1,500 shares — an estimated $204K sold.

Marathon Capital Management first reported a position in SHOP in Q2 2021 and held it in 2 quarters. The position peaked at $219K in Q2 2021. 1,350 funds tracked by Wall St. Rank hold SHOP as of Q4 2021.

  • Marathon Capital Management reported no remaining Shopify position as of Q4 2021 after selling out during the quarter.
  • Marathon Capital Management sold 1,500 Shopify shares in Q4 2021, an estimated $204K.
  • Marathon Capital Management first reported a position in Shopify in Q2 2021 and held it in 2 quarters.
  • Marathon Capital Management's Shopify position peaked at $219K in Q2 2021.
  • 1,350 funds tracked by Wall St. Rank held Shopify as of Q4 2021.

Based on Marathon Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.