SLF
AIV

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 Hold
30
– – ﹤0.01% 424
2016
Q4 		$83 Buy
+30
New +$171 ﹤0.01% 383

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return