Shine Investment Advisory Services’s Shopify SHOP Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$446K	Sell	4,360 -1,340	-24%	-$133K	0.15%	72
2020 Q2	$541K	Hold	5,700	–	–	0.2%	64
2020 Q1	$238K	Sell	5,700 -1,200	-17%	-$54.1K	0.11%	97
2019 Q4	$274K	Hold	6,900	–	–	0.11%	104
2019 Q3	$215K	Sell	6,900 -1,530	-18%	-$52.4K	0.1%	106
2019 Q2	$253K	Sell	8,430 -2,280	-21%	-$59.4K	0.12%	100
2019 Q1	$221K	Hold	10,710	–	–	0.1%	109
2018 Q4	$148K	Sell	10,710 -220	-2%	-$3.1K	0.07%	128
2018 Q3	$180K	Hold	10,930	–	–	0.09%	114
2018 Q2	$159K	Buy	+10,930	New	+$155K	0.08%	125

Other funds holding SHOP

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 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 International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Shine Investment Advisory Services's SHOP Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Shopify (SHOP) stake by 24% in Q3 2020, selling an estimated $133K and leaving 4,360 shares worth $446K. The position accounts for 0.15% of the portfolio, ranked #72.

Shine Investment Advisory Services first reported a position in SHOP in Q2 2018 and has held it in 10 quarters since. The position peaked at $541K in Q2 2020. 944 funds tracked by Wall St. Rank hold SHOP as of Q3 2020.

Shine Investment Advisory Services held 4,360 shares of Shopify worth $446K as of Q3 2020.
Shine Investment Advisory Services sold 1,340 Shopify shares in Q3 2020, an estimated $133K.
Shopify made up 0.15% of Shine Investment Advisory Services's portfolio in Q3 2020, its #72 holding.
Shine Investment Advisory Services first reported a position in Shopify in Q2 2018 and has held it in 10 quarters since.
Shine Investment Advisory Services's Shopify position peaked at $541K in Q2 2020.
944 funds tracked by Wall St. Rank held Shopify as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.