Shine Investment Advisory Services’s Brown & Brown BRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$30K	Sell	661 -459	-41%	-$20.5K	0.01%	384
2020 Q2	$46K	Hold	1,120	–	–	0.02%	307
2020 Q1	$41K	Hold	1,120	–	–	0.02%	299
2019 Q4	$44K	Hold	1,120	–	–	0.02%	348
2019 Q3	$40K	Hold	1,120	–	–	0.02%	346
2019 Q2	$38K	Hold	1,120	–	–	0.02%	355
2019 Q1	$33K	Hold	1,120	–	–	0.02%	379
2018 Q4	$31K	Hold	1,120	–	–	0.02%	353
2018 Q3	$33K	Hold	1,120	–	–	0.02%	375
2018 Q2	$31K	Hold	1,120	–	–	0.02%	385
2018 Q1	$28K	Sell	1,120 -430	-28%	-$11.2K	0.01%	403
2017 Q4	$40K	Hold	1,550	–	–	0.02%	341
2017 Q3	$37K	Buy	1,550 +1,120	+260%	+$25.1K	0.02%	349
2017 Q2	$9K	Buy	+430	New	+$9.22K	﹤0.01%	530

Other funds holding BRO

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its Brown & Brown (BRO) stake by 41% in Q3 2020, selling an estimated $20.5K and leaving 661 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #384.

Shine Investment Advisory Services first reported a position in BRO in Q2 2017 and has held it in 14 quarters since. The position peaked at $46K in Q2 2020. 436 funds tracked by Wall St. Rank hold BRO as of Q3 2020.

Shine Investment Advisory Services held 661 shares of Brown & Brown worth $30K as of Q3 2020.
Shine Investment Advisory Services sold 459 Brown & Brown shares in Q3 2020, an estimated $20.5K.
Brown & Brown made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #384 holding.
Shine Investment Advisory Services first reported a position in Brown & Brown in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Brown & Brown position peaked at $46K in Q2 2020.
436 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2020.

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