Shine Investment Advisory Services’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$15K	Hold	124	–	–	0.01%	487
2020 Q2	$15K	Hold	124	–	–	0.01%	494
2020 Q1	$12K	Hold	124	–	–	0.01%	496
2019 Q4	$19K	Hold	124	–	–	0.01%	482
2019 Q3	$18K	Hold	124	–	–	0.01%	472
2019 Q2	$20K	Hold	124	–	–	0.01%	455
2019 Q1	$19K	Hold	124	–	–	0.01%	470
2018 Q4	$16K	Hold	124	–	–	0.01%	464
2018 Q3	$20K	Hold	124	–	–	0.01%	449
2018 Q2	$16K	Hold	124	–	–	0.01%	477
2018 Q1	$15K	Hold	124	–	–	0.01%	480
2017 Q4	$15K	Hold	124	–	–	0.01%	488
2017 Q3	$15K	Hold	124	–	–	0.01%	489
2017 Q2	$15K	Buy	+124	New	+$14.4K	0.01%	472

Other funds holding IT

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

ACM

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

Shine Investment Advisory Services held its Gartner (IT) position steady in Q3 2020 at 124 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #487.

Shine Investment Advisory Services first reported a position in IT in Q2 2017 and has held it in 14 quarters since. The position peaked at $20K in Q2 2019. 497 funds tracked by Wall St. Rank hold IT as of Q3 2020.

Shine Investment Advisory Services held 124 shares of Gartner worth $15K as of Q3 2020.
Shine Investment Advisory Services left its Gartner share count unchanged in Q3 2020.
Gartner made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #487 holding.
Shine Investment Advisory Services first reported a position in Gartner in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Gartner position peaked at $20K in Q2 2019.
497 funds tracked by Wall St. Rank held Gartner as of Q3 2020.

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