Shine Investment Advisory Services’s US Bancorp USB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$5K	Hold	134	–	–	﹤0.01%	643
2020 Q2	$5K	Hold	134	–	–	﹤0.01%	649
2020 Q1	$5K	Hold	134	–	–	﹤0.01%	616
2019 Q4	$8K	Hold	134	–	–	﹤0.01%	627
2019 Q3	$7K	Hold	134	–	–	﹤0.01%	628
2019 Q2	$7K	Hold	134	–	–	﹤0.01%	597
2019 Q1	$6K	Hold	134	–	–	﹤0.01%	620
2018 Q4	$6K	Hold	134	–	–	﹤0.01%	602
2018 Q3	$7K	Hold	134	–	–	﹤0.01%	577
2018 Q2	$7K	Hold	134	–	–	﹤0.01%	589
2018 Q1	$7K	Buy	134 +21	+19%	+$1.15K	﹤0.01%	583
2017 Q4	$6K	Hold	113	–	–	﹤0.01%	604
2017 Q3	$6K	Hold	113	–	–	﹤0.01%	597
2017 Q2	$6K	Buy	+113	New	+$5.82K	﹤0.01%	593

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Shine Investment Advisory Services held its US Bancorp (USB) position steady in Q3 2020 at 134 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Shine Investment Advisory Services first reported a position in USB in Q2 2017 and has held it in 14 quarters since. The position peaked at $8K in Q4 2019. 1,416 funds tracked by Wall St. Rank hold USB as of Q3 2020.

Shine Investment Advisory Services held 134 shares of US Bancorp worth $5K as of Q3 2020.
Shine Investment Advisory Services left its US Bancorp share count unchanged in Q3 2020.
US Bancorp made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #643 holding.
Shine Investment Advisory Services first reported a position in US Bancorp in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's US Bancorp position peaked at $8K in Q4 2019.
1,416 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

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