EVOLUTIONARY TREE INNOVATORS FUND SHOP Holdings History
EVOLUTIONARY TREE INNOVATORS FUND's Shopify Inc Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 12,625.00 shares of Shopify Inc(SHOP), totaling $1.41 Mil. This investment constitutes 4.51% of their stock portfolio, and Ultimus Managers Trust now holds 0% of the outstanding Shopify Inc(SHOP) stock.
The initial trade took place in 2023Q4. And since then EVOLUTIONARY TREE INNOVATORS FUND has made 3 purchases of SHOP, at an average price of $64.35, for a total of 13,700.00 shares. In addition, there have been 3 sales at an average price of $86.90 for 1,075.00 shares. Based on historical transaction data and SHOP's current price of $112.11, EVOLUTIONARY TREE INNOVATORS FUND's estimated gain on his SHOP holdings is $627,196.45, reflecting a 71.14% gain to date.
EVOLUTIONARY TREE INNOVATORS FUND SHOP ($112.11) Holding Chart
EVOLUTIONARY TREE INNOVATORS FUND SHOP ($112.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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