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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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 $528B AUM 27.57% 1-Year Est. Return