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Sun Life Financial’s Allison Transmission ALSN Stock Holding History

Sun Life Financial’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,893
Closed -$136K – 469
2019
Q3 		$136K Buy
2,893
+16
+0.6% +$725 0.04% 215
2019
Q2 		$133K Hold
2,877
– – 0.03% 215
2019
Q1 		$129K Buy
2,877
+15
+0.5% +$712 0.03% 245
2018
Q4 		$126K Buy
2,862
+14
+0.5% +$649 0.03% 258
2018
Q3 		$148K Buy
2,848
+18
+0.6% +$844 0.03% 277
2018
Q2 		$115K Buy
+2,830
New +$116K 0.02% 305

Other funds holding ALSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sun Life Financial's ALSN Position: Q4 2019 in Review

Sun Life Financial sold out of Allison Transmission (ALSN) in Q4 2019, closing a stake of 2,893 shares — an estimated $136K sold.

Sun Life Financial first reported a position in ALSN in Q2 2018 and held it in 6 quarters. The position peaked at $148K in Q3 2018. 352 funds tracked by Wall St. Rank hold ALSN as of Q4 2019.

  • Sun Life Financial reported no remaining Allison Transmission position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 2,893 Allison Transmission shares in Q4 2019, an estimated $136K.
  • Sun Life Financial first reported a position in Allison Transmission in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Allison Transmission position peaked at $148K in Q3 2018.
  • 352 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.