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Naples Money Management’s Shopify SHOP Stock Holding History

Naples Money 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
Q3 		$14.4K Hold
180
– – 0.01% 150
2024
Q2 		$11.6K Hold
180
– – 0.01% 171
2024
Q1 		$13.9K Hold
180
– – 0.01% 166
2023
Q4 		$14K Buy
+180
New +$11.5K 0.01% 165

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Naples Money Management's SHOP Position: Q3 2024 in Review

Naples Money Management held its Shopify (SHOP) position steady in Q3 2024 at 180 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #150.

Naples Money Management first reported a position in SHOP in Q4 2023 and has held it in 4 quarters since. 1,261 funds tracked by Wall St. Rank hold SHOP as of Q3 2024.

  • Naples Money Management held 180 shares of Shopify worth $14.4K as of Q3 2024.
  • Naples Money Management left its Shopify share count unchanged in Q3 2024.
  • Shopify made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #150 holding.
  • Naples Money Management first reported a position in Shopify in Q4 2023 and has held it in 4 quarters since.
  • 1,261 funds tracked by Wall St. Rank held Shopify as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.