SFG
SHOP icon

Steward Financial Group’s Shopify SHOP Stock Holding History

Steward Financial Group’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
2023
Q3 		$37K Hold
688
– – 0.01% 177
2023
Q2 		$44K Buy
+688
New +$38.9K 0.01% 159

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Steward Financial Group's SHOP Position: Q3 2023 in Review

Steward Financial Group held its Shopify (SHOP) position steady in Q3 2023 at 688 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #177.

Steward Financial Group first reported a position in SHOP in Q2 2023 and has held it in 2 quarters since. The position peaked at $44K in Q2 2023. 1,076 funds tracked by Wall St. Rank hold SHOP as of Q3 2023.

  • Steward Financial Group held 688 shares of Shopify worth $37K as of Q3 2023.
  • Steward Financial Group left its Shopify share count unchanged in Q3 2023.
  • Shopify made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #177 holding.
  • Steward Financial Group first reported a position in Shopify in Q2 2023 and has held it in 2 quarters since.
  • Steward Financial Group's Shopify position peaked at $44K in Q2 2023.
  • 1,076 funds tracked by Wall St. Rank held Shopify as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.