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Osborn Williams & Donohoe’s Shopify SHOP Stock Holding History

Osborn Williams & Donohoe’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
2020
Q1 		$219K Buy
5,250
+200
+4% +$9.02K 0.03% 249
2019
Q4 		$201K Buy
+5,050
New +$171K 0.02% 301
2019
Q2 		– Sell
-5,050
Closed -$107K – 599
2019
Q1 		$107K Buy
+5,050
New +$89.2K 0.01% 403

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Osborn Williams & Donohoe's SHOP Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its Shopify (SHOP) stake by 4% in Q1 2020, buying an estimated $9.02K and bringing the position to 5,250 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #249.

Osborn Williams & Donohoe first reported a position in SHOP in Q1 2019 and has held it in 3 quarters since. 699 funds tracked by Wall St. Rank hold SHOP as of Q1 2020.

  • Osborn Williams & Donohoe held 5,250 shares of Shopify worth $219K as of Q1 2020.
  • Osborn Williams & Donohoe bought 200 Shopify shares in Q1 2020, an estimated $9.02K.
  • Shopify made up 0.03% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #249 holding.
  • Osborn Williams & Donohoe first reported a position in Shopify in Q1 2019 and has held it in 3 quarters since.
  • 699 funds tracked by Wall St. Rank held Shopify as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.