Sargent Bickham Lagudis’s Shopify SHOP Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$14.8K	Sell	427 -119	-22%	-$4.06K	﹤0.01%	661
2022 Q3	$15K	Buy	546 +306	+128%	+$10.4K	﹤0.01%	632
2022 Q2	$7K	Sell	240 -890	-79%	-$38K	﹤0.01%	747
2022 Q1	$76K	Sell	1,130 -60	-5%	-$4.93K	0.01%	377
2021 Q4	$164K	Sell	1,190 -220	-16%	-$32.1K	0.01%	268
2021 Q3	$191K	Sell	1,410 -10	-0.7%	-$1.5K	0.02%	256
2021 Q2	$207K	Hold	1,420	–	–	0.02%	247
2021 Q1	$157K	Sell	1,420 -560	-28%	-$67.7K	0.01%	278
2020 Q4	$224K	Hold	1,980	–	–	0.02%	220
2020 Q3	$203K	Sell	1,980 -130	-6%	-$12.9K	0.02%	213
2020 Q2	$200K	Buy	2,110 +110	+6%	+$7.63K	0.02%	205
2020 Q1	$83K	Buy	2,000 +1,000	+100%	+$45.1K	0.01%	276
2019 Q4	$40K	Buy	+1,000	New	+$33.8K	﹤0.01%	418
2019 Q2	–	Sell	-360	Closed	-$7K	–	807
2019 Q1	$7K	Hold	360	–	–	﹤0.01%	663
2018 Q4	$5K	Hold	360	–	–	﹤0.01%	666
2018 Q3	$6K	Hold	360	–	–	﹤0.01%	675
2018 Q2	$5K	Buy	+360	New	+$5.09K	﹤0.01%	671

Other funds holding SHOP

Baillie Gifford & Co

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

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

Capital Research Global Investors

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

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

Capital World Investors

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

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

T. Rowe Price Associates

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity Investments

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return