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Sun Life Financial’s Aimco AIV Stock Holding History

Sun Life Financial’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-676
Closed -$3K – 511
2020
Q3 		$3K Buy
676
+8
+1% +$39 ﹤0.01% 480
2020
Q2 		$3K Buy
668
+7
+1% +$35 ﹤0.01% 433
2020
Q1 		$3K Hold
661
– – ﹤0.01% 413
2019
Q4 		$5K Sell
661
-247
-27% -$1.75K ﹤0.01% 416
2019
Q3 		$6K Sell
908
-23
-2% -$156 ﹤0.01% 568
2019
Q2 		$6K Sell
931
-1,118
-55% -$7.48K ﹤0.01% 566
2019
Q1 		$14K Sell
2,049
-1,201
-37% -$7.75K ﹤0.01% 561
2018
Q4 		$19K Buy
3,250
+15
+0.5% +$89 ﹤0.01% 563
2018
Q3 		$19K Buy
3,235
+37
+1% +$213 ﹤0.01% 591
2018
Q2 		$18K Buy
3,198
+2,980
+1,367% +$16.2K ﹤0.01% 599
2018
Q1 		$715 Sell
218
-2,357
-92% -$12.6K 0.01% 367
2017
Q4 		$15K Sell
2,575
-6,103
-70% -$35.9K ﹤0.01% 459
2017
Q3 		$51K Buy
8,678
+8
+0.1% +$48 0.01% 451
2017
Q2 		$50K Buy
8,670
+8,640
+28,800% +$50.4K 0.01% 446
2017
Q1 		$85 Buy
+30
New +$179 ﹤0.01% 424

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sun Life Financial's AIV Position: Q4 2020 in Review

Sun Life Financial sold out of Aimco (AIV) in Q4 2020, closing a stake of 676 shares — an estimated $3K sold.

Sun Life Financial first reported a position in AIV in Q1 2017 and held it in 15 quarters. The position peaked at $51K in Q3 2017. 263 funds tracked by Wall St. Rank hold AIV as of Q4 2020.

  • Sun Life Financial reported no remaining Aimco position as of Q4 2020 after selling out during the quarter.
  • Sun Life Financial sold 676 Aimco shares in Q4 2020, an estimated $3K.
  • Sun Life Financial first reported a position in Aimco in Q1 2017 and held it in 15 quarters.
  • Sun Life Financial's Aimco position peaked at $51K in Q3 2017.
  • 263 funds tracked by Wall St. Rank held Aimco as of Q4 2020.

Based on Sun Life Financial's 13F filing for Q4 2020, filed 11 Feb 2021.