Shine Investment Advisory Services’s Unilever UL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$5K	Hold	74	–	–	﹤0.01%	642
2020 Q2	$5K	Buy	74 +21	+40%	+$1.25K	﹤0.01%	648
2020 Q1	$3K	Hold	53	–	–	﹤0.01%	664
2019 Q4	$3K	Sell	53 -17	-24%	-$1.13K	﹤0.01%	697
2019 Q3	$5K	Hold	70	–	–	﹤0.01%	661
2019 Q2	$5K	Sell	70 -46	-40%	-$3.12K	﹤0.01%	625
2019 Q1	$8K	Sell	116 -19	-14%	-$1.16K	﹤0.01%	580
2018 Q4	$8K	Hold	135	–	–	﹤0.01%	554
2018 Q3	$8K	Hold	135	–	–	﹤0.01%	560
2018 Q2	$8K	Hold	135	–	–	﹤0.01%	566
2018 Q1	$8K	Hold	135	–	–	﹤0.01%	565
2017 Q4	$8K	Hold	135	–	–	﹤0.01%	579
2017 Q3	$9K	Hold	135	–	–	﹤0.01%	546
2017 Q2	$8K	Buy	+135	New	+$8.05K	﹤0.01%	560

Other funds holding UL

FMI

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Shine Investment Advisory Services held its Unilever (UL) position steady in Q3 2020 at 74 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Shine Investment Advisory Services first reported a position in UL in Q2 2017 and has held it in 14 quarters since. The position peaked at $9K in Q3 2017. 687 funds tracked by Wall St. Rank hold UL as of Q3 2020.

Shine Investment Advisory Services held 74 shares of Unilever worth $5K as of Q3 2020.
Shine Investment Advisory Services left its Unilever share count unchanged in Q3 2020.
Unilever made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #642 holding.
Shine Investment Advisory Services first reported a position in Unilever in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Unilever position peaked at $9K in Q3 2017.
687 funds tracked by Wall St. Rank held Unilever as of Q3 2020.

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