Sun Life Financial’s Abbott ABT Stock Holding History

Sun Life Financial’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,851	Closed	-$591K	–	34
2023 Q1	$591K	Hold	5,851	–	–	0.04%	44
2022 Q4	$646K	Sell	5,851 -549	-9%	-$56.8K	0.05%	42
2022 Q3	$619K	Sell	6,400 -1,253	-16%	-$134K	0.05%	42
2022 Q2	$834K	Sell	7,653 -320	-4%	-$36.3K	0.06%	41
2022 Q1	$941K	Sell	7,973 -266	-3%	-$33K	0.04%	49
2021 Q4	$1.16M	Buy	8,239 +448	+6%	+$57.3K	0.04%	44
2021 Q3	$919K	Buy	7,791 +1,828	+31%	+$225K	0.05%	43
2021 Q2	$692K	Sell	5,963 -682	-10%	-$79.5K	0.03%	42
2021 Q1	$795K	Sell	6,645 -70	-1%	-$8.29K	0.07%	46
2020 Q4	$735K	Sell	6,715 -443	-6%	-$48.2K	0.1%	47
2020 Q3	$778K	Buy	+7,158	New	+$726K	0.12%	51
2017 Q2	–	Sell	-42	Closed	-$936	–	540
2017 Q1	$936	Buy	42 +12	+40%	+$519	﹤0.01%	134
2016 Q4	$790	Buy	+30	New	+$1.19K	0.01%	90

Other funds holding ABT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Sun Life Financial's ABT Position: Q2 2023 in Review

Sun Life Financial sold out of Abbott (ABT) in Q2 2023, closing a stake of 5,851 shares — an estimated $591K sold.

Sun Life Financial first reported a position in ABT in Q4 2016 and held it in 13 quarters. The position peaked at $1.16M in Q4 2021. 2,737 funds tracked by Wall St. Rank hold ABT as of Q2 2023.

Sun Life Financial reported no remaining Abbott position as of Q2 2023 after selling out during the quarter.
Sun Life Financial sold 5,851 Abbott shares in Q2 2023, an estimated $591K.
Sun Life Financial first reported a position in Abbott in Q4 2016 and held it in 13 quarters.
Sun Life Financial's Abbott position peaked at $1.16M in Q4 2021.
2,737 funds tracked by Wall St. Rank held Abbott as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.