Orrstown Financial Services’s SharpSpring, Inc. SHSP Stock Holding History

Orrstown Financial Services’s Portfolio SHSP Stock Details SHSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-17,225	Closed	-$200K	–	88
2020 Q3	$200K	Hold	17,225	–	–	0.31%	80
2020 Q2	$151K	Buy	17,225 +6,200	+56%	+$48.6K	0.25%	74
2020 Q1	$67K	Hold	11,025	–	–	0.1%	75
2019 Q4	$121K	Hold	11,025	–	–	0.17%	84
2019 Q3	$128K	Hold	11,025	–	–	0.17%	95
2019 Q2	$143K	Hold	11,025	–	–	0.2%	92
2019 Q1	$177K	Hold	11,025	–	–	0.25%	81
2018 Q4	$139K	Hold	11,025	–	–	0.21%	83
2018 Q3	$155K	Hold	11,025	–	–	0.2%	86
2018 Q2	$96K	Sell	11,025 -25,248	-70%	-$189K	0.12%	109
2018 Q1	$231K	Sell	36,273 -14,752	-29%	-$72.7K	0.27%	80
2017 Q4	$225K	Hold	51,025	–	–	0.26%	79
2017 Q3	$166K	Hold	51,025	–	–	0.19%	91
2017 Q2	$231K	Buy	51,025 +27,777	+119%	+$121K	0.25%	78
2017 Q1	$107K	Hold	23,248	–	–	0.11%	109
2016 Q4	$124K	Hold	23,248	–	–	0.13%	89
2016 Q3	$119K	Hold	23,248	–	–	0.13%	90
2016 Q2	$122K	Buy	23,248 +14,573	+168%	+$59.7K	0.13%	90
2016 Q1	$30K	Hold	8,675	–	–	0.03%	119
2015 Q4	$27K	Hold	8,675	–	–	0.03%	124
2015 Q3	$41K	Hold	8,675	–	–	0.05%	118
2015 Q2	$51K	Buy	+8,675	New	+$48.8K	0.06%	122

Other funds holding SHSP

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

Orrstown Financial Services's SHSP Position: Q4 2020 in Review

Orrstown Financial Services sold out of SharpSpring, Inc. (SHSP) in Q4 2020, closing a stake of 17,225 shares — an estimated $200K sold.

Orrstown Financial Services first reported a position in SHSP in Q2 2015 and held it in 22 quarters. The position peaked at $231K in Q1 2018. 54 funds tracked by Wall St. Rank hold SHSP as of Q4 2020.

Orrstown Financial Services reported no remaining SharpSpring, Inc. position as of Q4 2020 after selling out during the quarter.
Orrstown Financial Services sold 17,225 SharpSpring, Inc. shares in Q4 2020, an estimated $200K.
Orrstown Financial Services first reported a position in SharpSpring, Inc. in Q2 2015 and held it in 22 quarters.
Orrstown Financial Services's SharpSpring, Inc. position peaked at $231K in Q1 2018.
54 funds tracked by Wall St. Rank held SharpSpring, Inc. as of Q4 2020.

Based on Orrstown Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.