Shine Investment Advisory Services’s Diageo DEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$85K	Buy	615 +18	+3%	+$2.48K	0.03%	215
2020 Q2	$80K	Hold	597	–	–	0.03%	225
2020 Q1	$76K	Buy	597 +167	+39%	+$25.1K	0.04%	215
2019 Q4	$72K	Hold	430	–	–	0.03%	257
2019 Q3	$70K	Hold	430	–	–	0.03%	241
2019 Q2	$74K	Sell	430 -26	-6%	-$4.37K	0.03%	231
2019 Q1	$75K	Buy	456 +56	+14%	+$8.54K	0.03%	230
2018 Q4	$57K	Hold	400	–	–	0.03%	259
2018 Q3	$57K	Hold	400	–	–	0.03%	276
2018 Q2	$58K	Hold	400	–	–	0.03%	279
2018 Q1	$54K	Hold	400	–	–	0.03%	284
2017 Q4	$58K	Hold	400	–	–	0.03%	267
2017 Q3	$53K	Hold	400	–	–	0.03%	282
2017 Q2	$48K	Buy	+400	New	+$47.6K	0.02%	288

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Shine Investment Advisory Services increased its Diageo (DEO) stake by 3% in Q3 2020, buying an estimated $2.48K and bringing the position to 615 shares worth $85K. The position accounts for 0.03% of the portfolio, ranked #215.

Shine Investment Advisory Services first reported a position in DEO in Q2 2017 and has held it in 14 quarters since. 836 funds tracked by Wall St. Rank hold DEO as of Q3 2020.

Shine Investment Advisory Services held 615 shares of Diageo worth $85K as of Q3 2020.
Shine Investment Advisory Services bought 18 Diageo shares in Q3 2020, an estimated $2.48K.
Diageo made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #215 holding.
Shine Investment Advisory Services first reported a position in Diageo in Q2 2017 and has held it in 14 quarters since.
836 funds tracked by Wall St. Rank held Diageo as of Q3 2020.

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