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Sun Life Financial’s Ametek AME Stock Holding History

Sun Life Financial’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-137
Closed -$17K – 106
2021
Q1 		$17K Buy
137
+1
+0.7% +$121 ﹤0.01% 295
2020
Q4 		$16K Sell
136
-1
-0.7% -$113 ﹤0.01% 288
2020
Q3 		$14K Buy
+137
New +$13.2K ﹤0.01% 293
2017
Q2 		– Sell
-7
Closed -$124 – 554
2017
Q1 		$124 Buy
+7
New +$369 ﹤0.01% 359

Other funds holding AME

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sun Life Financial sold out of Ametek (AME) in Q2 2021, closing a stake of 137 shares — an estimated $17K sold.

Sun Life Financial first reported a position in AME in Q1 2017 and held it in 4 quarters. The position peaked at $17K in Q1 2021. 721 funds tracked by Wall St. Rank hold AME as of Q2 2021.

  • Sun Life Financial reported no remaining Ametek position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 137 Ametek shares in Q2 2021, an estimated $17K.
  • Sun Life Financial first reported a position in Ametek in Q1 2017 and held it in 4 quarters.
  • Sun Life Financial's Ametek position peaked at $17K in Q1 2021.
  • 721 funds tracked by Wall St. Rank held Ametek as of Q2 2021.

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