Shine Investment Advisory Services’s Penske Automotive Group PAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$82K	Hold	1,731	–	–	0.03%	220
2020 Q2	$67K	Hold	1,731	–	–	0.02%	246
2020 Q1	$48K	Hold	1,731	–	–	0.02%	270
2019 Q4	$87K	Hold	1,731	–	–	0.03%	235
2019 Q3	$82K	Hold	1,731	–	–	0.04%	219
2019 Q2	$82K	Hold	1,731	–	–	0.04%	215
2019 Q1	$77K	Hold	1,731	–	–	0.04%	227
2018 Q4	$70K	Hold	1,731	–	–	0.03%	223
2018 Q3	$82K	Hold	1,731	–	–	0.04%	215
2018 Q2	$81K	Hold	1,731	–	–	0.04%	220
2018 Q1	$77K	Hold	1,731	–	–	0.04%	220
2017 Q4	$83K	Hold	1,731	–	–	0.04%	208
2017 Q3	$82K	Hold	1,731	–	–	0.04%	195
2017 Q2	$76K	Buy	+1,731	New	+$76.3K	0.04%	193

Other funds holding PAG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Shine Investment Advisory Services held its Penske Automotive Group (PAG) position steady in Q3 2020 at 1,731 shares worth $82K. The position accounts for 0.03% of the portfolio, ranked #220.

Shine Investment Advisory Services first reported a position in PAG in Q2 2017 and has held it in 14 quarters since. The position peaked at $87K in Q4 2019. 213 funds tracked by Wall St. Rank hold PAG as of Q3 2020.

Shine Investment Advisory Services held 1,731 shares of Penske Automotive Group worth $82K as of Q3 2020.
Shine Investment Advisory Services left its Penske Automotive Group share count unchanged in Q3 2020.
Penske Automotive Group made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #220 holding.
Shine Investment Advisory Services first reported a position in Penske Automotive Group in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Penske Automotive Group position peaked at $87K in Q4 2019.
213 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2020.

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