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Shine Investment Advisory Services’s Grocery Outlet GO Stock Holding History

Shine Investment Advisory Services’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$20K Hold
498
– – 0.01% 450
2020
Q2 		$20K Hold
498
– – 0.01% 458
2020
Q1 		$17K Sell
498
-85
-15% -$2.77K 0.01% 444
2019
Q4 		$19K Buy
583
+228
+64% +$7.34K 0.01% 481
2019
Q3 		$12K Hold
355
– – 0.01% 522
2019
Q2 		$12K Buy
+355
New +$11K 0.01% 512

Other funds holding GO

Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Shine Investment Advisory Services held its Grocery Outlet (GO) position steady in Q3 2020 at 498 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #450.

Shine Investment Advisory Services first reported a position in GO in Q2 2019 and has held it in 6 quarters since. 234 funds tracked by Wall St. Rank hold GO as of Q3 2020.

  • Shine Investment Advisory Services held 498 shares of Grocery Outlet worth $20K as of Q3 2020.
  • Shine Investment Advisory Services left its Grocery Outlet share count unchanged in Q3 2020.
  • Grocery Outlet made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #450 holding.
  • Shine Investment Advisory Services first reported a position in Grocery Outlet in Q2 2019 and has held it in 6 quarters since.
  • 234 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2020.

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