Sun Life Financial’s American International AIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-505	Closed	-$23K	–	96
2021 Q1	$23K	Sell	505 -4	-0.8%	-$173	﹤0.01%	245
2020 Q4	$19K	Buy	509 +4	+0.8%	+$141	﹤0.01%	260
2020 Q3	$14K	Buy	+505	New	+$15K	﹤0.01%	291
2017 Q2	–	Sell	-31	Closed	-$503	–	548
2017 Q1	$503	Sell	31 -3	-9%	-$193	﹤0.01%	171
2016 Q4	$525	Sell	34 -6,214	-99%	-$390K	0.01%	117
2016 Q3	$371K	Sell	6,248 -9,132	-59%	-$522K	0.05%	40
2016 Q2	$813K	Sell	15,380 -9,534	-38%	-$526K	0.1%	54
2016 Q1	$1.35K	Sell	24,914 -9,054	-27%	-$489K	﹤0.01%	94
2015 Q4	$2.1M	Sell	33,968 -11,003	-24%	-$671K	0.29%	33
2015 Q3	$2.56M	Sell	44,971 -24,811	-36%	-$1.52M	0.55%	23
2015 Q2	$4.31M	Hold	69,782	–	–	0.46%	26
2015 Q1	$3.82M	Sell	69,782 -15,171	-18%	-$814K	0.4%	29
2014 Q4	$4.76M	Sell	84,953 -11,916	-12%	-$639K	0.5%	25
2014 Q3	$5.23M	Sell	96,869 -5,092	-5%	-$278K	0.55%	24
2014 Q2	$5.57M	Sell	101,961 -11,466	-10%	-$607K	0.58%	25
2014 Q1	$5.67M	Sell	113,427 -24,291	-18%	-$1.21M	0.57%	31
2013 Q4	$7.03M	Sell	137,718 -46,008	-25%	-$2.29M	0.62%	37
2013 Q3	$8.94M	Sell	183,726 -9,749	-5%	-$463K	0.8%	28
2013 Q2	$8.65M	Buy	+193,475	New	+$8.3M	0.73%	30

Other funds holding AIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return