O'Dell Group’s Shopify SHOP Stock Holding History

O'Dell 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
2025 Q1	–	Sell	-7,974	Closed	-$848K	–	89
2024 Q4	$848K	Sell	7,974 -799	-9%	-$77.7K	0.19%	37
2024 Q3	$703K	Buy	8,773 +1,786	+26%	+$123K	0.16%	43
2024 Q2	$539K	Hold	6,987	–	–	0.13%	46
2024 Q1	$539K	Buy	6,987 +70	+1%	+$5.53K	0.13%	46
2023 Q4	$539K	Buy	6,917 +115	+2%	+$7.34K	0.14%	40
2023 Q3	$371K	Buy	6,802 +1	+0%	+$61	0.11%	50
2023 Q2	$439K	Sell	6,801 -220	-3%	-$12.4K	0.12%	47
2023 Q1	$337K	Buy	7,021 +31	+0.4%	+$1.36K	0.11%	55
2022 Q4	$243K	Sell	6,990 -146	-2%	-$4.99K	0.09%	62
2022 Q3	$192K	Buy	7,136 +1,136	+19%	+$38.6K	0.07%	62
2022 Q2	$187K	Buy	6,000 +1,540	+35%	+$65.8K	0.07%	65
2022 Q1	$301K	Buy	4,460 +2,490	+126%	+$204K	0.09%	57
2021 Q4	$271K	Buy	1,970 +200	+11%	+$29.2K	0.08%	61
2021 Q3	$240K	Hold	1,770	–	–	0.08%	64
2021 Q2	$259K	Buy	+1,770	New	+$218K	0.08%	68

Other funds holding SHOP

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

O'Dell Group's SHOP Position: Q1 2025 in Review

O'Dell Group sold out of Shopify (SHOP) in Q1 2025, closing a stake of 7,974 shares — an estimated $848K sold.

O'Dell Group first reported a position in SHOP in Q2 2021 and held it in 15 quarters. The position peaked at $848K in Q4 2024. 1,480 funds tracked by Wall St. Rank hold SHOP as of Q1 2025.

O'Dell Group reported no remaining Shopify position as of Q1 2025 after selling out during the quarter.
O'Dell Group sold 7,974 Shopify shares in Q1 2025, an estimated $848K.
O'Dell Group first reported a position in Shopify in Q2 2021 and held it in 15 quarters.
O'Dell Group's Shopify position peaked at $848K in Q4 2024.
1,480 funds tracked by Wall St. Rank held Shopify as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.