Shine Investment Advisory Services’s Unilever NV New York Registry Shares UN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$22K	Buy	362 +41	+13%	+$2.38K	0.01%	441
2020 Q2	$17K	Buy	321 +79	+33%	+$4.01K	0.01%	486
2020 Q1	$12K	Hold	242	–	–	0.01%	504
2019 Q4	$14K	Sell	242 -17	-7%	-$1K	0.01%	529
2019 Q3	$16K	Buy	259 +17	+7%	+$1.02K	0.01%	489
2019 Q2	$15K	Hold	242	–	–	0.01%	498
2019 Q1	$14K	Sell	242 -783	-76%	-$43K	0.01%	512
2018 Q4	$55K	Sell	1,025 -48	-4%	-$2.62K	0.03%	264
2018 Q3	$60K	Hold	1,073	–	–	0.03%	273
2018 Q2	$60K	Sell	1,073 -26	-2%	-$1.45K	0.03%	272
2018 Q1	$62K	Hold	1,099	–	–	0.03%	261
2017 Q4	$62K	Sell	1,099 -335	-23%	-$19.3K	0.03%	260
2017 Q3	$85K	Sell	1,434 -22	-2%	-$1.28K	0.04%	190
2017 Q2	$80K	Buy	+1,456	New	+$78.6K	0.04%	183

Other funds holding UN

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

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Shine Investment Advisory Services increased its Unilever NV New York Registry Shares (UN) stake by 13% in Q3 2020, buying an estimated $2.38K and bringing the position to 362 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #441.

Shine Investment Advisory Services first reported a position in UN in Q2 2017 and has held it in 14 quarters since. The position peaked at $85K in Q3 2017. 619 funds tracked by Wall St. Rank hold UN as of Q3 2020.

Shine Investment Advisory Services held 362 shares of Unilever NV New York Registry Shares worth $22K as of Q3 2020.
Shine Investment Advisory Services bought 41 Unilever NV New York Registry Shares shares in Q3 2020, an estimated $2.38K.
Unilever NV New York Registry Shares made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #441 holding.
Shine Investment Advisory Services first reported a position in Unilever NV New York Registry Shares in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Unilever NV New York Registry Shares position peaked at $85K in Q3 2017.
619 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q3 2020.

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