Shine Investment Advisory Services’s S&P Global SPGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$400K	Hold	1,110	–	–	0.14%	77
2020 Q2	$366K	Hold	1,110	–	–	0.13%	82
2020 Q1	$272K	Hold	1,110	–	–	0.13%	90
2019 Q4	$303K	Buy	1,110 +18	+2%	+$4.68K	0.12%	97
2019 Q3	$268K	Hold	1,092	–	–	0.13%	92
2019 Q2	$249K	Hold	1,092	–	–	0.12%	101
2019 Q1	$230K	Buy	1,092 +220	+25%	+$42.6K	0.11%	105
2018 Q4	$148K	Hold	872	–	–	0.07%	129
2018 Q3	$170K	Hold	872	–	–	0.09%	119
2018 Q2	$178K	Buy	872 +181	+26%	+$35.8K	0.09%	117
2018 Q1	$132K	Hold	691	–	–	0.07%	129
2017 Q4	$117K	Hold	691	–	–	0.06%	144
2017 Q3	$108K	Buy	691 +291	+73%	+$44.2K	0.06%	158
2017 Q2	$58K	Buy	+400	New	+$55.5K	0.03%	249

Other funds holding SPGI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Shine Investment Advisory Services held its S&P Global (SPGI) position steady in Q3 2020 at 1,110 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #77.

Shine Investment Advisory Services first reported a position in SPGI in Q2 2017 and has held it in 14 quarters since. 1,214 funds tracked by Wall St. Rank hold SPGI as of Q3 2020.

Shine Investment Advisory Services held 1,110 shares of S&P Global worth $400K as of Q3 2020.
Shine Investment Advisory Services left its S&P Global share count unchanged in Q3 2020.
S&P Global made up 0.14% of Shine Investment Advisory Services's portfolio in Q3 2020, its #77 holding.
Shine Investment Advisory Services first reported a position in S&P Global in Q2 2017 and has held it in 14 quarters since.
1,214 funds tracked by Wall St. Rank held S&P Global as of Q3 2020.

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