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Nalls Sherbakoff Group’s Shopify SHOP Stock Holding History

Nalls Sherbakoff 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
2023
Q4 		$1.17K Sell
15
-15
-50% -$958 ﹤0.01% 381
2023
Q3 		$1.64K Hold
30
– – ﹤0.01% 364
2023
Q2 		$1.72K Hold
30
– – ﹤0.01% 374
2023
Q1 		$1.4K Buy
+30
New +$1.32K ﹤0.01% 412

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Nalls Sherbakoff Group's SHOP Position: Q4 2023 in Review

Nalls Sherbakoff Group reduced its Shopify (SHOP) stake by 50% in Q4 2023, selling an estimated $958 and leaving 15 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Nalls Sherbakoff Group first reported a position in SHOP in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.72K in Q2 2023. 1,212 funds tracked by Wall St. Rank hold SHOP as of Q4 2023.

  • Nalls Sherbakoff Group held 15 shares of Shopify worth $1.17K as of Q4 2023.
  • Nalls Sherbakoff Group sold 15 Shopify shares in Q4 2023, an estimated $958.
  • Shopify made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #381 holding.
  • Nalls Sherbakoff Group first reported a position in Shopify in Q1 2023 and has held it in 4 quarters since.
  • Nalls Sherbakoff Group's Shopify position peaked at $1.72K in Q2 2023.
  • 1,212 funds tracked by Wall St. Rank held Shopify as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.