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Stifel Financial’s
Shake Shack
SHAK
Stock Holding History
Stifel Financial’s Portfolio
SHAK Stock Details
SHAK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-2,214
Closed
-$311K
–
3636
2025
Q2
$311K
Sell
2,214
-473
-18%
-$51.5K
﹤0.01%
3032
2025
Q1
$237K
Buy
2,687
+374
+16%
+$40.6K
﹤0.01%
3102
2024
Q4
$300K
Sell
2,313
-624
-21%
-$76.4K
﹤0.01%
2961
2024
Q3
$303K
Sell
2,937
-134
-4%
-$12.9K
﹤0.01%
2956
2024
Q2
$276K
Buy
+3,071
New
+$300K
﹤0.01%
2955
2022
Q4
–
Sell
-7,147
Closed
-$321K
–
3373
2022
Q3
$321K
Buy
+7,147
New
+$343K
﹤0.01%
2686
2022
Q1
–
Sell
-50,746
Closed
-$3.66M
–
3484
2021
Q4
$3.66M
Buy
50,746
+48,009
+1,754%
+$3.65M
﹤0.01%
1238
2021
Q3
$215K
Sell
2,737
-1,248
-31%
-$114K
﹤0.01%
3100
2021
Q2
$426K
Sell
3,985
-1,041
-21%
-$105K
﹤0.01%
2669
2021
Q1
$567K
Buy
5,026
+306
+6%
+$35K
﹤0.01%
2400
2020
Q4
$400K
Sell
4,720
-1,870
-28%
-$145K
﹤0.01%
2448
2020
Q3
$425K
Sell
6,590
-2,548
-28%
-$148K
﹤0.01%
2189
2020
Q2
$484K
Sell
9,138
-762
-8%
-$38.5K
﹤0.01%
2063
2020
Q1
$373K
Sell
9,900
-11,830
-54%
-$700K
﹤0.01%
2044
2019
Q4
$1.3M
Buy
+21,730
New
+$1.56M
﹤0.01%
1636
2015
Q2
–
Sell
-7,971
Closed
-$399K
–
2418
2015
Q1
$399K
Buy
+7,971
New
+$358K
﹤0.01%
1743
Other funds holding SHAK
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
1WCM
12 West Capital Management
New York
$592M AUM
40.75%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co
New York
$8.34B AUM
46.58%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Squarepoint
New York
$46.5B AUM
20.93%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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