Sugarloaf Wealth Management’s Shopify SHOP Stock Holding History

Sugarloaf Wealth Management’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 Q4	$183K	Buy	1,720 +600	+54%	+$58.4K	0.03%	174
2024 Q3	$89.8K	Hold	1,120	–	–	0.02%	241
2024 Q2	$74K	Hold	1,120	–	–	0.02%	254
2024 Q1	$86.4K	Hold	1,120	–	–	0.02%	240
2023 Q4	$87.2K	Hold	1,120	–	–	0.02%	230
2023 Q3	$61.1K	Buy	1,120 +1,000	+833%	+$60.6K	0.02%	261
2023 Q2	$7.75K	Hold	120	–	–	﹤0.01%	505
2023 Q1	$5.75K	Hold	120	–	–	﹤0.01%	537
2022 Q4	$4.17K	Sell	120 -610	-84%	-$20.8K	﹤0.01%	603
2022 Q3	$20K	Sell	730 -280	-28%	-$9.53K	0.01%	425
2022 Q2	$32K	Buy	+1,010	New	+$43.1K	0.01%	354
2020 Q3	–	Sell	-600	Closed	-$57K	–	717
2020 Q2	$57K	Sell	600 -250	-29%	-$17.4K	0.02%	221
2020 Q1	$35K	Hold	850	–	–	0.02%	259
2019 Q4	$34K	Buy	+850	New	+$28.7K	0.01%	295

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Sugarloaf Wealth Management's SHOP Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Shopify (SHOP) stake by 54% in Q4 2024, buying an estimated $58.4K and bringing the position to 1,720 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #174.

Sugarloaf Wealth Management first reported a position in SHOP in Q4 2019 and has held it in 14 quarters since. 1,489 funds tracked by Wall St. Rank hold SHOP as of Q4 2024.

Sugarloaf Wealth Management held 1,720 shares of Shopify worth $183K as of Q4 2024.
Sugarloaf Wealth Management bought 600 Shopify shares in Q4 2024, an estimated $58.4K.
Shopify made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #174 holding.
Sugarloaf Wealth Management first reported a position in Shopify in Q4 2019 and has held it in 14 quarters since.
1,489 funds tracked by Wall St. Rank held Shopify as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.