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Sun Life Financial’s Apple AAPL Stock Holding History

Sun Life Financial’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,457
Closed -$1.16M – 85
2021
Q1 		$1.16M Sell
9,457
-27
-0.3% -$3.47K 0.1% 35
2020
Q4 		$1.26M Sell
9,484
-247
-3% -$29.7K 0.17% 33
2020
Q3 		$1.13M Buy
+9,731
New +$1.06M 0.18% 31
2017
Q2 		– Sell
-1,628
Closed -$2.83K – 539
2017
Q1 		$2.83K Buy
1,628
+304
+23% +$10K 0.01% 106
2016
Q4 		$2.86K Sell
1,324
-17,252
-93% -$489K 0.03% 66
2016
Q3 		$525K Sell
18,576
-27,148
-59% -$719K 0.07% 36
2016
Q2 		$1.09M Sell
45,724
-28,344
-38% -$704K 0.13% 46
2016
Q1 		$2.02K Sell
74,068
-26,916
-27% -$671K ﹤0.01% 81
2015
Q4 		$2.66M Sell
100,984
-32,712
-24% -$935K 0.36% 29
2015
Q3 		$3.69M Sell
133,696
-73,764
-36% -$2.16M 0.79% 17
2015
Q2 		$6.5M Hold
207,460
– – 0.69% 19
2015
Q1 		$6.45M Sell
207,460
-45,104
-18% -$1.36M 0.67% 19
2014
Q4 		$6.97M Sell
252,564
-35,428
-12% -$964K 0.73% 18
2014
Q3 		$7.25M Buy
287,992
+6,832
+2% +$168K 0.76% 19
2014
Q2 		$6.53M Sell
281,160
-80,936
-22% -$1.72M 0.68% 24
2014
Q1 		$6.94M Sell
362,096
-100,296
-22% -$1.91M 0.7% 25
2013
Q4 		$9.27M Sell
462,392
-146,104
-24% -$2.76M 0.82% 27
2013
Q3 		$10.4M Sell
608,496
-33,880
-5% -$562K 0.93% 22
2013
Q2 		$9.09M Buy
+642,376
New +$9.88M 0.77% 28

Other funds holding AAPL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sun Life Financial's AAPL Position: Q2 2021 in Review

Sun Life Financial sold out of Apple (AAPL) in Q2 2021, closing a stake of 9,457 shares — an estimated $1.16M sold.

Sun Life Financial first reported a position in AAPL in Q2 2013 and held it in 19 quarters. The position peaked at $10.4M in Q3 2013. 3,861 funds tracked by Wall St. Rank hold AAPL as of Q2 2021.

  • Sun Life Financial reported no remaining Apple position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 9,457 Apple shares in Q2 2021, an estimated $1.16M.
  • Sun Life Financial first reported a position in Apple in Q2 2013 and held it in 19 quarters.
  • Sun Life Financial's Apple position peaked at $10.4M in Q3 2013.
  • 3,861 funds tracked by Wall St. Rank held Apple as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.