Shaker Financial Services’s Adobe ADBE Stock Holding History

Shaker Financial Services’s Portfolio ADBE Stock Details ADBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-400	Closed	-$207K	–	177
2024 Q3	$207K	Hold	400	–	–	0.08%	148
2024 Q2	$222K	Hold	400	–	–	0.09%	144
2024 Q1	$202K	Hold	400	–	–	0.08%	143
2023 Q4	$239K	Hold	400	–	–	0.1%	139
2023 Q3	$204K	Buy	+400	New	+$210K	0.1%	143
2022 Q1	–	Sell	-400	Closed	-$227K	–	149
2021 Q4	$227K	Hold	400	–	–	0.08%	150
2021 Q3	$230K	Hold	400	–	–	0.09%	131
2021 Q2	$234K	Buy	+400	New	+$206K	0.09%	142
2021 Q1	–	Sell	-400	Closed	-$200K	–	164
2020 Q4	$200K	Buy	+400	New	+$193K	0.08%	153

Other funds holding ADBE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Shaker Financial Services's ADBE Position: Q4 2024 in Review

Shaker Financial Services sold out of Adobe (ADBE) in Q4 2024, closing a stake of 400 shares — an estimated $207K sold.

Shaker Financial Services first reported a position in ADBE in Q4 2020 and held it in 9 quarters. The position peaked at $239K in Q4 2023. 2,860 funds tracked by Wall St. Rank hold ADBE as of Q4 2024.

Shaker Financial Services reported no remaining Adobe position as of Q4 2024 after selling out during the quarter.
Shaker Financial Services sold 400 Adobe shares in Q4 2024, an estimated $207K.
Shaker Financial Services first reported a position in Adobe in Q4 2020 and held it in 9 quarters.
Shaker Financial Services's Adobe position peaked at $239K in Q4 2023.
2,860 funds tracked by Wall St. Rank held Adobe as of Q4 2024.

Based on Shaker Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.