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Retirement Group’s Shake Shack SHAK Stock Holding History

Retirement Group’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$3.43K Hold
33
– – ﹤0.01% 607
2023
Q4 		$2.45K Buy
33
+4
+14% +$245 ﹤0.01% 618
2023
Q3 		$1.68K Buy
29
+4
+16% +$284 ﹤0.01% 597
2023
Q2 		$1.94K Sell
25
-1
-4% -$64 ﹤0.01% 619
2023
Q1 		$1K Buy
26
+10
+63% +$552 ﹤0.01% 657
2022
Q4 		$1K Buy
+16
New +$779 ﹤0.01% 595
2022
Q3 		– Sell
-14
Closed -$1K – 747
2022
Q2 		$1K Buy
14
+8
+133% +$408 ﹤0.01% 704
2022
Q1 		$0 Buy
6
+4
+200% +$275 ﹤0.01% 818
2021
Q4 		$0 Buy
+2
New +$152 ﹤0.01% 748

Other funds holding SHAK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return