SLF
ADSK icon

Sun Life Financial’s Autodesk ADSK Stock Holding History

Sun Life Financial’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-133
Closed -$37K – 91
2021
Q1 		$37K Buy
133
+2
+2% +$577 ﹤0.01% 198
2020
Q4 		$40K Sell
131
-1
-0.8% -$264 0.01% 181
2020
Q3 		$30K Buy
+132
New +$31.4K ﹤0.01% 202
2017
Q2 		– Sell
-9
Closed -$105 – 544
2017
Q1 		$105 Buy
+9
New +$753 ﹤0.01% 385

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sun Life Financial sold out of Autodesk (ADSK) in Q2 2021, closing a stake of 133 shares — an estimated $37K sold.

Sun Life Financial first reported a position in ADSK in Q1 2017 and held it in 4 quarters. The position peaked at $40K in Q4 2020. 1,015 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

  • Sun Life Financial reported no remaining Autodesk position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 133 Autodesk shares in Q2 2021, an estimated $37K.
  • Sun Life Financial first reported a position in Autodesk in Q1 2017 and held it in 4 quarters.
  • Sun Life Financial's Autodesk position peaked at $40K in Q4 2020.
  • 1,015 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

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