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Sun Life Financial’s Ameriprise Financial AMP Stock Holding History

Sun Life Financial’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-69
Closed -$16K – 108
2021
Q1 		$16K Sell
69
-1
-1% -$216 ﹤0.01% 307
2020
Q4 		$14K Sell
70
-1
-1% -$179 ﹤0.01% 307
2020
Q3 		$11K Sell
71
-4
-5% -$616 ﹤0.01% 323
2020
Q2 		$11K Buy
75
+2
+3% +$256 ﹤0.01% 282
2020
Q1 		$7K Sell
73
-4
-5% -$593 ﹤0.01% 307
2019
Q4 		$13K Sell
77
-32
-29% -$4.96K ﹤0.01% 266
2019
Q3 		$16K Hold
109
– – ﹤0.01% 424
2019
Q2 		$16K Sell
109
-122
-53% -$17.6K ﹤0.01% 419
2019
Q1 		$30K Sell
231
-161
-41% -$20K 0.01% 421
2018
Q4 		$41K Sell
392
-1
-0.3% -$126 0.01% 422
2018
Q3 		$58K Hold
393
– – 0.01% 405
2018
Q2 		$55K Buy
393
+294
+297% +$41.7K 0.01% 411
2018
Q1 		$668 Sell
99
-226
-70% -$36.9K 0.01% 385
2017
Q4 		$55K Sell
325
-777
-71% -$125K 0.01% 256
2017
Q3 		$164K Sell
1,102
-20
-2% -$2.79K 0.02% 261
2017
Q2 		$143K Buy
1,122
+1,111
+10,100% +$141K 0.02% 274
2017
Q1 		$84 Buy
+11
New +$1.36K ﹤0.01% 426

Other funds holding AMP

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Sun Life Financial sold out of Ameriprise Financial (AMP) in Q2 2021, closing a stake of 69 shares — an estimated $16K sold.

Sun Life Financial first reported a position in AMP in Q1 2017 and held it in 17 quarters. The position peaked at $164K in Q3 2017. 891 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

  • Sun Life Financial reported no remaining Ameriprise Financial position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 69 Ameriprise Financial shares in Q2 2021, an estimated $16K.
  • Sun Life Financial first reported a position in Ameriprise Financial in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Ameriprise Financial position peaked at $164K in Q3 2017.
  • 891 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

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