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Sun Life Financial’s Acco Brands ACCO Stock Holding History

Sun Life Financial’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,361
Closed -$102K – 467
2019
Q3 		$102K Buy
10,361
+58
+0.6% +$523 0.03% 234
2019
Q2 		$81K Hold
10,303
– – 0.02% 254
2019
Q1 		$88K Buy
10,303
+55
+0.5% +$481 0.02% 284
2018
Q4 		$69K Buy
10,248
+52
+0.5% +$445 0.01% 334
2018
Q3 		$115K Buy
10,196
+63
+0.6% +$808 0.02% 314
2018
Q2 		$140K Buy
+10,133
New +$130K 0.02% 277

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sun Life Financial's ACCO Position: Q4 2019 in Review

Sun Life Financial sold out of Acco Brands (ACCO) in Q4 2019, closing a stake of 10,361 shares — an estimated $102K sold.

Sun Life Financial first reported a position in ACCO in Q2 2018 and held it in 6 quarters. The position peaked at $140K in Q2 2018. 196 funds tracked by Wall St. Rank hold ACCO as of Q4 2019.

  • Sun Life Financial reported no remaining Acco Brands position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 10,361 Acco Brands shares in Q4 2019, an estimated $102K.
  • Sun Life Financial first reported a position in Acco Brands in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Acco Brands position peaked at $140K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held Acco Brands as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.