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Shine Investment Advisory Services’s Verisk Analytics VRSK Stock Holding History

Shine Investment Advisory Services’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$160K Hold
862
– – 0.05% 145
2020
Q2 		$147K Buy
862
+70
+9% +$11.1K 0.05% 145
2020
Q1 		$110K Sell
792
-269
-25% -$42.2K 0.05% 167
2019
Q4 		$158K Buy
1,061
+22
+2% +$3.26K 0.06% 148
2019
Q3 		$164K Buy
1,039
+14
+1% +$2.17K 0.08% 123
2019
Q2 		$150K Buy
1,025
+17
+2% +$2.4K 0.07% 134
2019
Q1 		$134K Hold
1,008
– – 0.06% 147
2018
Q4 		$110K Buy
1,008
+44
+5% +$5.14K 0.05% 159
2018
Q3 		$116K Buy
964
+450
+88% +$52.4K 0.06% 158
2018
Q2 		$55K Buy
514
+394
+328% +$41.9K 0.03% 290
2018
Q1 		$12K Hold
120
– – 0.01% 505
2017
Q4 		$12K Hold
120
– – 0.01% 515
2017
Q3 		$10K Sell
120
-282
-70% -$23.4K 0.01% 531
2017
Q2 		$34K Buy
+402
New +$32.5K 0.02% 350

Other funds holding VRSK

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Shine Investment Advisory Services held its Verisk Analytics (VRSK) position steady in Q3 2020 at 862 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #145.

Shine Investment Advisory Services first reported a position in VRSK in Q2 2017 and has held it in 14 quarters since. The position peaked at $164K in Q3 2019. 733 funds tracked by Wall St. Rank hold VRSK as of Q3 2020.

  • Shine Investment Advisory Services held 862 shares of Verisk Analytics worth $160K as of Q3 2020.
  • Shine Investment Advisory Services left its Verisk Analytics share count unchanged in Q3 2020.
  • Verisk Analytics made up 0.05% of Shine Investment Advisory Services's portfolio in Q3 2020, its #145 holding.
  • Shine Investment Advisory Services first reported a position in Verisk Analytics in Q2 2017 and has held it in 14 quarters since.
  • Shine Investment Advisory Services's Verisk Analytics position peaked at $164K in Q3 2019.
  • 733 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2020.

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