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Yorktown Management & Research Company’s Shopify SHOP Stock Holding History

Yorktown Management & Research Company’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
2022
Q1 		– Sell
-1,950
Closed -$269K – 262
2021
Q4 		$269K Hold
1,950
– – 0.18% 208
2021
Q3 		$264K Hold
1,950
– – 0.2% 201
2021
Q2 		$285K Hold
1,950
– – 0.22% 182
2021
Q1 		$216K Buy
+1,950
New +$236K 0.18% 231

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Yorktown Management & Research Company's SHOP Position: Q1 2022 in Review

Yorktown Management & Research Company sold out of Shopify (SHOP) in Q1 2022, closing a stake of 1,950 shares — an estimated $269K sold.

Yorktown Management & Research Company first reported a position in SHOP in Q1 2021 and held it in 4 quarters. The position peaked at $285K in Q2 2021. 1,148 funds tracked by Wall St. Rank hold SHOP as of Q1 2022.

  • Yorktown Management & Research Company reported no remaining Shopify position as of Q1 2022 after selling out during the quarter.
  • Yorktown Management & Research Company sold 1,950 Shopify shares in Q1 2022, an estimated $269K.
  • Yorktown Management & Research Company first reported a position in Shopify in Q1 2021 and held it in 4 quarters.
  • Yorktown Management & Research Company's Shopify position peaked at $285K in Q2 2021.
  • 1,148 funds tracked by Wall St. Rank held Shopify as of Q1 2022.

Based on Yorktown Management & Research Company's 13F filing for Q1 2022, filed 29 Apr 2022.