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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 $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return