Shine Investment Advisory Services’s Five Below FIVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$8K	Sell	66 -15	-19%	-$1.71K	﹤0.01%	577
2020 Q2	$9K	Hold	81	–	–	﹤0.01%	562
2020 Q1	$6K	Sell	81 -284	-78%	-$28.9K	﹤0.01%	579
2019 Q4	$47K	Sell	365 -106	-23%	-$13.3K	0.02%	335
2019 Q3	$59K	Buy	471 +166	+54%	+$20.2K	0.03%	276
2019 Q2	$37K	Buy	305 +129	+73%	+$17K	0.02%	362
2019 Q1	$22K	Sell	176 -61	-26%	-$7.39K	0.01%	448
2018 Q4	$24K	Sell	237 -47	-17%	-$5.19K	0.01%	411
2018 Q3	$37K	Hold	284	–	–	0.02%	353
2018 Q2	$28K	Sell	284 -60	-17%	-$4.82K	0.01%	400
2018 Q1	$25K	Hold	344	–	–	0.01%	426
2017 Q4	$23K	Sell	344 -58	-14%	-$3.48K	0.01%	433
2017 Q3	$22K	Sell	402 -66	-14%	-$3.23K	0.01%	438
2017 Q2	$23K	Buy	+468	New	+$23K	0.01%	410

Other funds holding FIVE

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its Five Below (FIVE) stake by 19% in Q3 2020, selling an estimated $1.71K and leaving 66 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Shine Investment Advisory Services first reported a position in FIVE in Q2 2017 and has held it in 14 quarters since. The position peaked at $59K in Q3 2019. 398 funds tracked by Wall St. Rank hold FIVE as of Q3 2020.

Shine Investment Advisory Services held 66 shares of Five Below worth $8K as of Q3 2020.
Shine Investment Advisory Services sold 15 Five Below shares in Q3 2020, an estimated $1.71K.
Five Below made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #577 holding.
Shine Investment Advisory Services first reported a position in Five Below in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Five Below position peaked at $59K in Q3 2019.
398 funds tracked by Wall St. Rank held Five Below as of Q3 2020.

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