SIAS
PFGC icon

Shine Investment Advisory Services’s Performance Food Group PFGC Stock Holding History

Shine Investment Advisory Services’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$2K Hold
69
– – ﹤0.01% 688
2020
Q2 		$2K Hold
69
– – ﹤0.01% 700
2020
Q1 		$2K Hold
69
– – ﹤0.01% 679
2019
Q4 		$4K Buy
+69
New +$3.15K ﹤0.01% 682

Other funds holding PFGC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Shine Investment Advisory Services held its Performance Food Group (PFGC) position steady in Q3 2020 at 69 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Shine Investment Advisory Services first reported a position in PFGC in Q4 2019 and has held it in 4 quarters since. The position peaked at $4K in Q4 2019. 238 funds tracked by Wall St. Rank hold PFGC as of Q3 2020.

  • Shine Investment Advisory Services held 69 shares of Performance Food Group worth $2K as of Q3 2020.
  • Shine Investment Advisory Services left its Performance Food Group share count unchanged in Q3 2020.
  • Performance Food Group made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #688 holding.
  • Shine Investment Advisory Services first reported a position in Performance Food Group in Q4 2019 and has held it in 4 quarters since.
  • Shine Investment Advisory Services's Performance Food Group position peaked at $4K in Q4 2019.
  • 238 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2020.

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