SHAG (SHAG) Institutional Ownership Changes & 13F Activity

SHAG. Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2023Sequoia Financial AdvisorsSell-55,1396,222$293,492
Q4 2022Sequoia Financial AdvisorsSell-23,48761,361$2,863,400
Q3 2022Sequoia Financial AdvisorsSell-29,46984,848$3,924
Q2 2022Sequoia Financial AdvisorsSell-70,001114,317$5,442
Q1 2022Sequoia Financial AdvisorsBuy184,318184,318$8,936

Frequently asked questions about SHAG activity

  • Which institutional owners are buying SHAG?

    Institutional owners buying SHAG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SHAG activity?

    "Buy" means an investor increased their reported position in SHAG compared to the prior reporting period. This reflects growing exposure to SHAG rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SHAG increasing?

    Institutional interest in SHAG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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