Prudent Man Advisors’s Shopify SHOP Stock Holding History

Prudent Man Advisors’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
2021 Q3	–	Sell	-1,400	Closed	-$205K	–	223
2021 Q2	$205K	Buy	+1,400	New	+$173K	0.08%	200

Other funds holding SHOP

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Prudent Man Advisors's SHOP Position: Q3 2021 in Review

Prudent Man Advisors sold out of Shopify (SHOP) in Q3 2021, closing a stake of 1,400 shares — an estimated $205K sold.

Prudent Man Advisors first reported a position in SHOP in Q2 2021 and held it in 1 quarter. The position peaked at $205K in Q2 2021. 1,225 funds tracked by Wall St. Rank hold SHOP as of Q3 2021.

Prudent Man Advisors reported no remaining Shopify position as of Q3 2021 after selling out during the quarter.
Prudent Man Advisors sold 1,400 Shopify shares in Q3 2021, an estimated $205K.
Prudent Man Advisors first reported a position in Shopify in Q2 2021 and held it in 1 quarter.
Prudent Man Advisors's Shopify position peaked at $205K in Q2 2021.
1,225 funds tracked by Wall St. Rank held Shopify as of Q3 2021.

Based on Prudent Man Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.