Sun Life Financial’s American Tower AMT Stock Holding History

Sun Life Financial’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-270	Closed	-$65K	–	109
2021 Q1	$65K	Buy	270 +7	+3%	+$1.56K	0.01%	163
2020 Q4	$59K	Sell	263 -2	-0.8%	-$465	0.01%	155
2020 Q3	$64K	Buy	265 +2	+0.8%	+$507	0.01%	148
2020 Q2	$68K	Sell	263 -2	-0.8%	-$495	0.01%	137
2020 Q1	$58K	Buy	265 +4	+2%	+$931	0.01%	127
2019 Q4	$60K	Sell	261 -101	-28%	-$22K	0.02%	137
2019 Q3	$80K	Buy	362 +5	+1%	+$1.09K	0.02%	254
2019 Q2	$73K	Sell	357 -394	-52%	-$79.2K	0.02%	262
2019 Q1	$148K	Sell	751 -466	-38%	-$81.7K	0.03%	229
2018 Q4	$193K	Buy	1,217 +4	+0.3%	+$625	0.04%	200
2018 Q3	$176K	Buy	1,213 +16	+1%	+$2.35K	0.03%	249
2018 Q2	$173K	Buy	1,197 +906	+311%	+$126K	0.02%	245
2018 Q1	$2K	Sell	291 -647	-69%	-$91.1K	0.02%	214
2017 Q4	$134K	Sell	938 -2,233	-70%	-$319K	0.01%	175
2017 Q3	$433K	Buy	3,171 +51	+2%	+$7.1K	0.04%	152
2017 Q2	$413K	Buy	3,120 +3,092	+11,043%	+$396K	0.04%	139
2017 Q1	$230	Buy	28 +4	+17%	+$440	﹤0.01%	254
2016 Q4	$228	Buy	+24	New	+$2.61K	﹤0.01%	202

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return