Union Investments & Development’s Shopify SHOP Stock Holding History

Union Investments & Development’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 Q3	$200K	Buy	+2,500	New	+$173K	1.16%	14

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Union Investments & Development's SHOP Position: Q3 2024 in Review

Union Investments & Development opened a new position in Shopify (SHOP) in Q3 2024: 2,500 shares worth $200K. The stake represents 1.16% of the portfolio and ranks #14 among its holdings.

1,259 funds tracked by Wall St. Rank hold SHOP as of Q3 2024.

Union Investments & Development held 2,500 shares of Shopify worth $200K as of Q3 2024.
Shopify was a new Union Investments & Development position in Q3 2024.
Shopify made up 1.16% of Union Investments & Development's portfolio in Q3 2024, its #14 holding.
1,259 funds tracked by Wall St. Rank held Shopify as of Q3 2024.

Based on Union Investments & Development's 13F filing for Q3 2024, filed 12 Nov 2024.