WCM
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Weld Capital Management’s Shopify SHOP Stock Holding History

Weld Capital 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
2020
Q4 		– Sell
-5,610
Closed -$574K – 658
2020
Q3 		$574K Buy
+5,610
New +$558K 0.23% 162
2019
Q4 		– Sell
-14,580
Closed -$454K – 896
2019
Q3 		$454K Buy
+14,580
New +$499K 0.08% 411

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Weld Capital Management's SHOP Position: Q4 2020 in Review

Weld Capital Management sold out of Shopify (SHOP) in Q4 2020, closing a stake of 5,610 shares — an estimated $574K sold.

Weld Capital Management first reported a position in SHOP in Q3 2019 and held it in 2 quarters. The position peaked at $574K in Q3 2020. 1,127 funds tracked by Wall St. Rank hold SHOP as of Q4 2020.

  • Weld Capital Management reported no remaining Shopify position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 5,610 Shopify shares in Q4 2020, an estimated $574K.
  • Weld Capital Management first reported a position in Shopify in Q3 2019 and held it in 2 quarters.
  • Weld Capital Management's Shopify position peaked at $574K in Q3 2020.
  • 1,127 funds tracked by Wall St. Rank held Shopify as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.