Shine Investment Advisory Services’s Goldman Sachs GS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$148K	Hold	736	–	–	0.05%	154
2020 Q2	$145K	Hold	736	–	–	0.05%	148
2020 Q1	$114K	Hold	736	–	–	0.05%	162
2019 Q4	$169K	Buy	736 +236	+47%	+$51.2K	0.07%	142
2019 Q3	$104K	Hold	500	–	–	0.05%	175
2019 Q2	$102K	Hold	500	–	–	0.05%	180
2019 Q1	$96K	Hold	500	–	–	0.04%	195
2018 Q4	$84K	Hold	500	–	–	0.04%	193
2018 Q3	$112K	Hold	500	–	–	0.06%	166
2018 Q2	$110K	Hold	500	–	–	0.06%	164
2018 Q1	$126K	Hold	500	–	–	0.07%	132
2017 Q4	$127K	Hold	500	–	–	0.06%	134
2017 Q3	$119K	Hold	500	–	–	0.06%	145
2017 Q2	$111K	Buy	+500	New	+$111K	0.06%	140

Other funds holding GS

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Shine Investment Advisory Services held its Goldman Sachs (GS) position steady in Q3 2020 at 736 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #154.

Shine Investment Advisory Services first reported a position in GS in Q2 2017 and has held it in 14 quarters since. The position peaked at $169K in Q4 2019. 1,339 funds tracked by Wall St. Rank hold GS as of Q3 2020.

Shine Investment Advisory Services held 736 shares of Goldman Sachs worth $148K as of Q3 2020.
Shine Investment Advisory Services left its Goldman Sachs share count unchanged in Q3 2020.
Goldman Sachs made up 0.05% of Shine Investment Advisory Services's portfolio in Q3 2020, its #154 holding.
Shine Investment Advisory Services first reported a position in Goldman Sachs in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Goldman Sachs position peaked at $169K in Q4 2019.
1,339 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2020.

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