River Global Investors’s Shake Shack SHAK Stock Holding History

River Global Investors’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 Q4	$998K	Sell	7,688 -6,110	-44%	-$749K	0.19%	97
2024 Q3	$1.42M	Buy	13,798 +512	+4%	+$49.3K	0.31%	99
2024 Q2	$1.2M	Sell	13,286 -184	-1%	-$18K	0.33%	108
2024 Q1	$1.4M	Buy	13,470 +4,368	+48%	+$382K	0.35%	96
2023 Q4	$675K	Buy	9,102 +4,790	+111%	+$294K	0.13%	184
2023 Q3	$250K	Sell	4,312 -38	-0.9%	-$2.7K	0.06%	197
2023 Q2	$337K	Hold	4,350	–	–	0.07%	192
2023 Q1	$242K	Buy	+4,350	New	+$240K	0.05%	185

Other funds holding SHAK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

River Global Investors's SHAK Position: Q4 2024 in Review

River Global Investors reduced its Shake Shack (SHAK) stake by 44% in Q4 2024, selling an estimated $749K and leaving 7,688 shares worth $998K. The position accounts for 0.19% of the portfolio, ranked #97.

River Global Investors first reported a position in SHAK in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.42M in Q3 2024. 371 funds tracked by Wall St. Rank hold SHAK as of Q4 2024.

River Global Investors held 7,688 shares of Shake Shack worth $998K as of Q4 2024.
River Global Investors sold 6,110 Shake Shack shares in Q4 2024, an estimated $749K.
Shake Shack made up 0.19% of River Global Investors's portfolio in Q4 2024, its #97 holding.
River Global Investors first reported a position in Shake Shack in Q1 2023 and has held it in 8 quarters since.
River Global Investors's Shake Shack position peaked at $1.42M in Q3 2024.
371 funds tracked by Wall St. Rank held Shake Shack as of Q4 2024.

Based on River Global Investors's 13F filing for Q4 2024, filed 7 Feb 2025.