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Mowery & Schoenfeld Wealth Management’s Shake Shack SHAK Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2024
Q4 		– Sell
-400
Closed -$41.3K – 511
2024
Q3 		$41.3K Buy
+400
New +$38.5K 0.07% 109

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SHAK Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Shake Shack (SHAK) in Q4 2024, closing a stake of 400 shares — an estimated $41.3K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SHAK in Q3 2024 and held it in 1 quarter. The position peaked at $41.3K in Q3 2024. 371 funds tracked by Wall St. Rank hold SHAK as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Shake Shack position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 400 Shake Shack shares in Q4 2024, an estimated $41.3K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Shake Shack in Q3 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Shake Shack position peaked at $41.3K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held Shake Shack as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.