Seven Post Investment Office’s Shopify SHOP Stock Holding History

Seven Post Investment Office’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
2024 Q2	–	Sell	-4,900	Closed	-$378K	–	57
2024 Q1	$378K	Hold	4,900	–	–	0.09%	47
2023 Q4	$382K	Hold	4,900	–	–	0.1%	48
2023 Q3	$267K	Hold	4,900	–	–	0.07%	49
2023 Q2	$317K	Hold	4,900	–	–	0.1%	47
2023 Q1	$235K	Buy	+4,900	New	+$216K	0.08%	47
2022 Q2	–	Sell	-4,900	Closed	-$331K	–	53
2022 Q1	$331K	Hold	4,900	–	–	0.1%	40
2021 Q4	$675K	Hold	4,900	–	–	0.18%	29
2021 Q3	$664K	Hold	4,900	–	–	0.21%	28
2021 Q2	$716K	Sell	4,900 -100	-2%	-$12.3K	0.22%	27
2021 Q1	$553K	Hold	5,000	–	–	0.19%	25
2020 Q4	$566K	Hold	5,000	–	–	0.23%	22
2020 Q3	$511K	Hold	5,000	–	–	0.2%	28
2020 Q2	$475K	Hold	5,000	–	–	0.2%	29
2020 Q1	$208K	Buy	+5,000	New	+$225K	0.11%	37

Other funds holding SHOP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Seven Post Investment Office's SHOP Position: Q2 2024 in Review

Seven Post Investment Office sold out of Shopify (SHOP) in Q2 2024, closing a stake of 4,900 shares — an estimated $378K sold.

Seven Post Investment Office first reported a position in SHOP in Q1 2020 and held it in 14 quarters. The position peaked at $716K in Q2 2021. 1,210 funds tracked by Wall St. Rank hold SHOP as of Q2 2024.

Seven Post Investment Office reported no remaining Shopify position as of Q2 2024 after selling out during the quarter.
Seven Post Investment Office sold 4,900 Shopify shares in Q2 2024, an estimated $378K.
Seven Post Investment Office first reported a position in Shopify in Q1 2020 and held it in 14 quarters.
Seven Post Investment Office's Shopify position peaked at $716K in Q2 2021.
1,210 funds tracked by Wall St. Rank held Shopify as of Q2 2024.

Based on Seven Post Investment Office's 13F filing for Q2 2024, filed 5 Aug 2024.