SIAS
STOR

Shine Investment Advisory Services’s STORE Capital Corporation STOR Stock Holding History

Shine Investment Advisory Services’s Portfolio STOR Stock Details STOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$47K Hold
1,699
– – 0.02% 311
2020
Q2 		$40K Hold
1,699
– – 0.01% 340
2020
Q1 		$31K Buy
+1,699
New +$56.1K 0.01% 351

Other funds holding STOR

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Shine Investment Advisory Services held its STORE Capital Corporation (STOR) position steady in Q3 2020 at 1,699 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #311.

Shine Investment Advisory Services first reported a position in STOR in Q1 2020 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold STOR as of Q3 2020.

  • Shine Investment Advisory Services held 1,699 shares of STORE Capital Corporation worth $47K as of Q3 2020.
  • Shine Investment Advisory Services left its STORE Capital Corporation share count unchanged in Q3 2020.
  • STORE Capital Corporation made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #311 holding.
  • Shine Investment Advisory Services first reported a position in STORE Capital Corporation in Q1 2020 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q3 2020.

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