Shine Investment Advisory Services’s AXIS Capital AXS Stock Holding History

Shine Investment Advisory Services’s Portfolio AXS Stock Details AXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$14K	Hold	323	–	–	﹤0.01%	494
2020 Q2	$13K	Hold	323	–	–	﹤0.01%	513
2020 Q1	$12K	Hold	323	–	–	0.01%	491
2019 Q4	$19K	Buy	323 +42	+15%	+$2.54K	0.01%	476
2019 Q3	$19K	Sell	281 -71	-20%	-$4.48K	0.01%	461
2019 Q2	$21K	Hold	352	–	–	0.01%	447
2019 Q1	$19K	Hold	352	–	–	0.01%	465
2018 Q4	$18K	Hold	352	–	–	0.01%	449
2018 Q3	$20K	Hold	352	–	–	0.01%	448
2018 Q2	$20K	Hold	352	–	–	0.01%	450
2018 Q1	$20K	Hold	352	–	–	0.01%	454
2017 Q4	$18K	Buy	352 +29	+9%	+$1.54K	0.01%	472
2017 Q3	$19K	Hold	323	–	–	0.01%	454
2017 Q2	$21K	Buy	+323	New	+$21.1K	0.01%	422

Other funds holding AXS

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

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

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Shine Investment Advisory Services's AXS Position: Q3 2020 in Review

Shine Investment Advisory Services held its AXIS Capital (AXS) position steady in Q3 2020 at 323 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Shine Investment Advisory Services first reported a position in AXS in Q2 2017 and has held it in 14 quarters since. The position peaked at $21K in Q2 2019. 228 funds tracked by Wall St. Rank hold AXS as of Q3 2020.

Shine Investment Advisory Services held 323 shares of AXIS Capital worth $14K as of Q3 2020.
Shine Investment Advisory Services left its AXIS Capital share count unchanged in Q3 2020.
AXIS Capital made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #494 holding.
Shine Investment Advisory Services first reported a position in AXIS Capital in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's AXIS Capital position peaked at $21K in Q2 2019.
228 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.