Winslow Evans & Crocker’s Shopify SHOP Stock Holding History

Winslow Evans & Crocker’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	$291K	Buy	2,570 +700	+37%	+$73.5K	0.06%	272
2020 Q3	$191K	Hold	1,870	–	–	0.05%	273
2020 Q2	$177K	Sell	1,870 -10	-0.5%	-$694	0.05%	280
2020 Q1	$80K	Sell	1,880 -3,740	-67%	-$169K	0.03%	358
2019 Q4	$224K	Hold	5,620	–	–	0.06%	271
2019 Q3	$178K	Hold	5,620	–	–	0.05%	298
2019 Q2	$170K	Buy	5,620 +560	+11%	+$14.6K	0.05%	306
2019 Q1	$106K	Sell	5,060 -740	-13%	-$13.1K	0.03%	374
2018 Q4	$82K	Buy	5,800 +4,740	+447%	+$66.7K	0.03%	394
2018 Q3	$20K	Sell	1,060 -3,740	-78%	-$57K	0.01%	664
2018 Q2	$72K	Hold	4,800	–	–	0.02%	430
2018 Q1	$59.8K	Hold	4,800	–	–	0.02%	451
2017 Q4	$48.5K	Hold	4,800	–	–	0.02%	498
2017 Q3	$55.9K	Buy	4,800 +50	+1%	+$511	0.02%	454
2017 Q2	$41.3K	Buy	+4,750	New	+$40.2K	0.01%	597

Other funds holding SHOP

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Winslow Evans & Crocker's SHOP Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Shopify (SHOP) stake by 37% in Q4 2020, buying an estimated $73.5K and bringing the position to 2,570 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #272.

Winslow Evans & Crocker first reported a position in SHOP in Q2 2017 and has held it in 15 quarters since. 1,126 funds tracked by Wall St. Rank hold SHOP as of Q4 2020.

Winslow Evans & Crocker held 2,570 shares of Shopify worth $291K as of Q4 2020.
Winslow Evans & Crocker bought 700 Shopify shares in Q4 2020, an estimated $73.5K.
Shopify made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #272 holding.
Winslow Evans & Crocker first reported a position in Shopify in Q2 2017 and has held it in 15 quarters since.
1,126 funds tracked by Wall St. Rank held Shopify as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.